Job description
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice.
You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.
Responsibilities:
1. Using IO system and a variety of platforms
2. Obtain quotes, illustrations, product information and appropriate paperwork
3. Prepare annual reviews/valuations
4. Process new business
5. Liaise with providers
6. Deal with client queries
You must have experience as a Financial Services administrator to be successful in your application.