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Client Service Specialist

IDEX Consulting

IDEX Consulting is seeking two Financial Services Administrators to join a successful national IFA practice based in Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently. Key responsibilities include processing new business, maintaining client records on Intelligent Office, and assisting advisers with provider platforms, cash management and trades. #J-18808-Ljbffr

Vacancy posted 4 days ago
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