Job description
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh.
This is a fantastic opportunity for someone who has been working within a support role in an IFA.
Your main responsibilities in this role will be:
1. Client reviews
2. Preparing valuations/illustrations
3. Processing new business and renewals
4. Assisting with research and report writing
You must have experience as an IFA Administrator to be successful in your application.