Financial Services Administrator

2 weeks ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

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:

  1. Processing client data changes accurately and efficiently.
  2. Managing documents and maintaining accurate records.
  3. 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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