Financial Services Coordinator
1 day ago
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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Financial Services Coordinator
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Financial Services Coordinator
7 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeIDEX Consulting is seeking a skilled Financial Services Administrator to join their team in Aberdeen. As a key member of the IFA Practice, you will provide critical support to financial advisers, handling a range of financial products including pensions and investments. Your responsibilities will include preparing suitability reports, utilizing various...
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Financial Services Coordinator
7 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeIDEX Consulting is seeking a skilled Financial Services Administrator to join their team in Aberdeen. As a key member of the IFA Practice, you will provide critical support to financial advisers, handling a range of financial products including pensions and investments. Your responsibilities will include preparing suitability reports, utilizing various...
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Business Operations Coordinator
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Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time{"h1": "Business Support Role at Acumen Financial Planning", "p": "At Acumen Financial Planning, we empower clients to achieve their full financial potential by delivering professional guidance in a supportive and approachable manner. Our Business Support team plays a vital role in ensuring our business runs smoothly, and we are seeking a skilled individual...
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Business Operations Coordinator
1 day ago
Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time{"h1": "Business Support Role at Acumen Financial Planning", "p": "At Acumen Financial Planning, we empower clients to achieve their full financial potential by delivering professional guidance in a supportive and approachable manner. Our Business Support team plays a vital role in ensuring our business runs smoothly, and we are seeking a skilled individual...
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Financial Operations Coordinator
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Financial Operations Coordinator
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Financial Operations Coordinator
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Financial Operations Coordinator
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Business Operations Coordinator
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Business Operations Coordinator
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Financial Operations Coordinator
1 month ago
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Financial Services Coordinator
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Financial Services Coordinator
3 days ago
Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join their team in Aberdeen.Key Responsibilities:Prepare suitability reports and annual reviews/valuationsUtilize IO systems and various platforms to obtain quotes, illustrations, and product informationLiaise with providers and deal with client queriesProcess new business...
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Financial Services Expert
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Project Financial Coordinator
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Financial Operations Coordinator
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Financial Operations Coordinator
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Financial Operations Coordinator
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