Financial Services Administrator

IDEX Consulting

  • Aberdeen
  • £30,000 per year
  • Permanent
  • Full-time
  • 2 months ago
Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.Our 2023 Salary & Benefits Guide is here!Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.Access insights now!Our 2023 Salary & Benefits Guide is here!Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.Access insights now!Our 2023 Salary & Benefits Guide is here!Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.Access insights now!Ditch KPIs and Make More Money!!Too many recruitment agencies still rely on outdated KPIs and cultures of micromanagement. Download our guide to find out how to Ditch KPIs, all while maxing your earnings.Financial Services AdministratorJob details Posted 14 February 2024 Salary£22000.00 - £30000.00 per annum LocationAberdeen Job type Discipline Expiry 24 May 2024 Reference41156_1707927448ConsultantSenior ConsultantFinancial Services AdministratorJob descriptionYou will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:
  • Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
  • Analysis: comparing products and providers with Financial Express Analytics & Selectapension
  • Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds
  • Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions
  • New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion
You must have experience as a Financial Services Administrator to be successful in your application.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion MissionAt 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.

IDEX Consulting