Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit a Client Support Administrator.
Key responsibilities
* Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.)
* Liaise with providers to obtain client product details and prepare illustrations
* Submit and monitor new business
* Process existing client transactions (withdrawals, top-ups, bed & ISAs)
* Manage fund switches, proposition changes and rebalances
* Maintain accurate client records across platforms (iO, Papercloud, Moneyinfo, Truth)
Experience
* Financial services experience with FCA regulation knowledge
* Proficiency in iO and Excel
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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