Financial Services Coordinator

1 day ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time
IFA Administrator Opportunity

IDEX Consulting is seeking a skilled IFA Administrator to join their team in Aberdeen.

Key Responsibilities:

  • Prepare suitability reports and annual reviews/valuations
  • Utilize IO systems and various platforms to process new business and obtain quotes, illustrations, and product information
  • Liaise with providers and deal with client queries
  • Support financial advisers in managing financial products such as pensions and investments

Requirements:

Applicants must have experience as a Financial Services Administrator to be successful in this role.



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