Financial Services Coordinator

3 days ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking a highly skilled Financial Services Coordinator to join our team in Aberdeen.

This is an excellent opportunity for an experienced administrator to work with a large Independent Financial Adviser practice.

The successful candidate will be responsible for providing support to financial advisers and dealing with various financial products such as pensions and investments.

Some key responsibilities include:

  • Preparing suitability reports
  • Using IO system and multiple platforms to manage client data
  • Obtaining quotes, illustrations, product information, and necessary paperwork
  • Preparing annual reviews and valuations
  • Processing new business and ensuring timely completion
  • Liaising with providers and resolving any issues that may arise
  • Handling client queries and providing excellent customer service

We estimate the salary for this role to be around £25,000 - £30,000 per annum, depending on experience.

If you have a strong background in financial services administration and are looking for a challenging role, please apply.



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