At a Glance
- Tasks: Support Financial Advisers by processing applications and managing client records.
- Company: Join a successful national IFA practice with a focus on inclusion.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Other info: Dynamic workplace committed to diversity and inclusion.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 54000 - 66000 £ per year.
An excellent opportunity for two Financial Services Administrators to join a successful national IFA practice, based in either Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently.
Key Responsibilities
- Process and chase new business applications through to completion
- Maintain accurate client and plan records on Intelligent Office
- Upload and manage client documentation and correspondence
- Assist advisers with provider platforms, cash management and trades
- Prepare quotations, applications and client meeting paperwork
- Handle client, Adviser and provider queries
- Process policy claims and other client requests
- Manage day-to-day tasks and provide wider administrative support
About You
- Previous financial services/IFA administration experience preferred
- Basic knowledge of financial products, providers and FCA requirements
- Strong organisation and attention to detail
- Excellent communication and customer service skills
- Confident using technology and back-office systems
- Intelligent Office experience is desirable
Financial Services Administrator x 2 employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
