IFA Administrator

At IDEX Consulting, we are seeking a skilled Financial Services Coordinator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling a range of financial products including pensions and investments.Key responsibilities include:Preparing suitability reports and utilizing IO...

IFA Administrator Job OpportunityAt IDEX Consulting, we are seeking an experienced Financial Services Administrator to join our team in Aberdeen. As a key member of our IFA Practice, you will provide essential support to our financial advisers, handling various financial products including pensions and investments.Responsibilities:Prepare suitability reports...

A rare opportunity has arisen for an experienced Paraplanner to join a highly reputable IFA practice in Aberdeen.As a key member of the team, you will be responsible for providing administrative support to the pensions team, ensuring the smooth delivery of services to clients.The successful candidate will have excellent communication skills, a strong...

Experienced Paraplanner OpportunityOur client, a reputable IFA practice, is seeking an experienced Paraplanner to join their Aberdeen office. The successful candidate will have a strong background in pensions administration and excellent communication skills.Key Responsibilities:Providing administrative support to the pensions teamAssisting with the...

Paraplanner Opportunity at Eden ScottEden Scott, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work within a highly respected firm, offering an excellent salary, benefits, and bonus.As a Paraplanner, you will be responsible for providing administrative support to the...

Paraplanner Opportunity at Eden ScottEden Scott, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work within a highly respected firm, offering an excellent salary, benefits, and bonus.As a Paraplanner, you will be responsible for providing administrative support to the...

IFA Administrator Job SummaryWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd.Key Responsibilities:Assist Financial Planners with client meetings and follow up on action pointsProcess new business and undertake platform tradesManage records and data, and liaise with clients and providersRequirements:Experience in...

IFA Administrator RoleWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in providing exceptional service to our clients.Key Responsibilities:Prepare for client meetings and follow up on action pointsProcess new business and platform...

IFA Administrator RoleWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in providing exceptional service to our clients.Key Responsibilities:Prepare for client meetings and follow up on action pointsProcess new business and platform...

IFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in providing exceptional service to our clients.Key Responsibilities:Prepare for client meetings and follow up on action pointsProcess new business...

IFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join our 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...

IFA 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...

IFA 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...

IFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join our 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...

Paraplanner Opportunity at a Growing IFA PracticeOur client, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work with a highly respected firm in the Scotland.Key Responsibilities:Support the team in delivering high-quality financial services to clientsContribute to the...

Paraplanner Opportunity at a Growing IFA PracticeOur client, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office. This is a rare opportunity to work with a highly respected firm in the Scotland.Key Responsibilities:Support the team in delivering high-quality financial services to clientsContribute to the...

IFA Administrator Job DescriptionJohnstonGreer Ltd is seeking an experienced IFA Administrator to support our Financial Planners in providing exceptional client service.Key Responsibilities:Prepare for client meetings and follow up on action pointsProcess new business and platform tradesLiaise with clients and providersManage records and dataSupport...

This role involves providing high-quality support to ensure exceptional client service delivery. Working closely with Financial Advisers and support staff, you will play a key role in delivering a quality sales support function.Your key responsibilities will include:Reviewing fact finds, file notes, and client risk profile questionnaires to gain an...

This role will see you playing a key part in ensuring the highest possible standard of client service delivery within IDEX Consulting's Pensions Division.Working closely with Financial Advisers and support staff, you will be responsible for providing an essential quality sales support function.Your primary duties will include:Reviewing and analyzing fact...

Paraplanner Opportunity at Eden ScottEden Scott, a reputable IFA practice, is seeking an experienced Paraplanner to join their expanding Aberdeen office.About the Role:Support the team in providing high-quality paraplanning services to clients.Contribute to the growth and development of the practice.Collaborate with experienced professionals to deliver...