Financial Services Administrator
2 weeks ago
Job Summary
IDEX Consulting is looking for a skilled Financial Services Administrator to support our Wealth Planning team in Edinburgh. As a key member of our team, you will be responsible for managing client data, updating records, and ensuring compliance with regulatory requirements.
Your primary duties will include:
- Processing client data changes accurately and efficiently.
- Managing documents and maintaining accurate records.
- Demonstrating a clear understanding of regulatory frameworks and ensuring effective risk management.
Requirements:
- Previous experience in Financial Services, preferably in Wealth Management.
- Familiarity with investment products, wrappers, and platforms.
- Ability to work flexibly and prioritize tasks effectively.
Compensation and Benefits
This role offers a competitive salary of £40,000 - £50,000 per annum, depending on experience. You will also have access to ongoing training and development opportunities, as well as a chance to work with a talented team in a dynamic work environment.
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