IDEX Consulting Ltd
Elgin IV30, UK
You 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...
