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Financial Services Coordinator for Aberdeen IFA Practice

1 month ago

Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time
About the Opportunity

IDEX Consulting, a leading provider of financial services solutions, has an exciting new opportunity for a Financial Services Coordinator to join their team in Aberdeen.

This is an excellent chance to work with a large and respected Independent Financial Adviser (IFA) practice, providing administrative support to their team of financial advisers.

The ideal candidate will have experience working in a similar role within the financial services industry, with a strong understanding of financial products such as pensions and investments.

Key Responsibilities:

  • Prepare suitability reports and annual reviews/valuations for clients
  • Utilize various platforms and systems to obtain quotes, illustrations, product information, and paperwork
  • Liaise with providers and deal with client queries in a professional and timely manner
  • Process new business and maintain accurate records

We offer a competitive salary, estimated at £25,000 - £30,000 per annum, depending on experience, plus benefits.

At IDEX Consulting, we strive to create an inclusive and supportive work environment where everyone can thrive. Our Diversity, Equity, and Inclusion Mission aims to drive conscious inclusion across our business, promoting equitable pathways for all employees.

If you are passionate about delivering exceptional administrative support in a dynamic and fast-paced environment, please apply today.