Job Description:
Idex Consulting is recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone with a support role background within an IFA environment.
Your main responsibilities in this role will include:
1. Processing new business and renewals
2. Processing fund switches
3. Assisting with research
4. Sending letters of authority
5. Booking client appointments for the IFA
6. Updating the pending work list regularly
To be successful, you must have experience as an IFA Administrator.
Salary up to £32,000, depending on experience.
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