Client:
IDEX Consulting
Location:
Not specified
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
Not specified
Job Views:
3
Posted:
08.05.2025
Expiry Date:
22.06.2025
Job Description:
You will be part of a team providing support to many Financial Advisers, dealing with all financial products such as pensions and investments.
Responsibilities:
* Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems.
* Analysis: comparing products and providers with Financial Express Analytics and Selectapension.
* Quotes and paperwork: preparing for various products, including pensions, ISAs, and bonds.
* Suitability letters: preparing suitability letters for new business covering pensions, bonds, ISAs, annuities, protection, and investment actions.
* New business processing: setting up products/investments with various providers, both paper-based and electronic, and following up through to completion.
Previous experience as a Financial Services Administrator is required for consideration.
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