Financial Services Administrator
IDEX Consulting
- Aberdeen
- £30,000 per year
- Permanent
- Full-time
- 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