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Financial Services Coordinator

2 months ago

Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

IDEX 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 platforms and systems, obtaining quotes and product information, and processing new business. You will also liaise with providers and deal with client queries. To succeed in this role, you must have prior experience as a Financial Services Administrator. If you have a strong background in financial services administration and are looking for a challenging opportunity, this could be the ideal position for you. The successful candidate will be part of a dynamic team, working closely with experienced professionals to deliver exceptional results. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.