IDEX Consulting Ltd jobs in Lancashire, England
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CLIENT ADMINISTRATOR
Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. Review and assess existing clients to ensure that the client due diligence held on file is up to date and ac...
| Company | Idex Consulting Ltd |
|---|---|
| Address | Blackpool, Lancashire |
| Category | Accounting & Finance |
| Salary | £23,000 - £24,000 Annual |
| Job type | Permanent |
| Date Posted | 3 weeks ago See detail |
Client Administrator
Idex Consulting Ltd
Blackpool, Lancashire
£23,000 - £24,000 Annual
Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. Review and assess existing clients to ensure that the client due diligence held on file is up to date and ac...
3 weeks ago seen See more...
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Pensions Administrator x 2
Idex Consulting Ltd
Lancashire, England
Process SIPP transfer out requests. Process new business applications through to completion. Complete transfers in and investment applications. Process PCLS payments for clients in retirement. Process regular and ad-hoc payments f...
2 months ago seen See more...
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Senior IFA Administrator
Idex Consulting Ltd
Lancashire, England
Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations. Proactively completing research and analysis of the client...
2 months ago seen See more...
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