Client Services Administrator - #1770136
TN United Kingdom
Date: 11 hours ago
City: Edinburgh
Contract type: Full time
Work schedule: Full day
Job Description: Idex Consulting is recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone with a support role background within an IFA environment
Your main responsibilities in this role will include:
Processing new business and renewals
Processing fund switches
Assisting with research
Sending letters of authority
Booking client appointments for the IFA
Updating the pending work list regularly
To be successful, you must have experience as an IFA Administrator
Salary up to £32,000, depending on experience
#J-18808-Ljbffr
Your main responsibilities in this role will include:
Processing new business and renewals
Processing fund switches
Assisting with research
Sending letters of authority
Booking client appointments for the IFA
Updating the pending work list regularly
To be successful, you must have experience as an IFA Administrator
Salary up to £32,000, depending on experience
#J-18808-Ljbffr
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