IFA Admin & Client Services Specialist
IDEX Consulting
IDEX Consulting is seeking two Financial Services Administrators to join a 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 and chasing new business applications, maintaining client records in Intelligent Office, managing documentation, and assisting advisers with provider platforms, cash
#J-18808-LjbffrVacancy posted 4 days ago
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