Independent Financial Adviser Support Specialist

3 weeks ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time
Job Description

This IFA Administrator role involves providing comprehensive administrative support to our financial advisers, ensuring that they have all the necessary information and resources to deliver exceptional client service.

The successful candidate will have a proven track record of working in financial services, with experience in using IO systems and various platforms. They will be responsible for preparing annual reviews, processing new business, and liaising with providers.

This role requires strong analytical and problem-solving skills, with the ability to prioritize tasks effectively and meet deadlines. If you are a results-driven and customer-focused individual who is looking for a dynamic and challenging role, we encourage you to apply.

Salary: £38,000 - £42,000 per annum, depending on experience.



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