Company

IdexSee more

addressAddressAberdeen, Scotland
CategoryAdministrative

Job description

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 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 Mission

At 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.

Refer code: 3035833. Idex - The previous day - 2024-03-21 15:44

Idex

Aberdeen, Scotland
Jobs feed

Heating Enineer ASHP

Low Carbon Recruitment Ltd

Reading, Berkshire

£38,000 - £39,000/annum

Dual Fuel Engineer

Sureserve Group

Liverpool, Merseyside

£38,000/annum OTE £45-50K – uncapped

Freelance Groundworks Foreman

Kenton Black

Leeds, West Yorkshire

Stainless Steel Fabricator

Evergreen Defabs

Derby, Derbyshire

£16 - £18/annum OT Paid at time & a half over 40hrs

B1/2 Licenced Engineer – Prop Fleet

Air Personnel Ltd

Bournemouth, Dorset

Fire Risk Assessor

Mmp Consultancy

London, England

£34/hour

Prep Technician/MOT Tester

Aka The Recruitment Specialists

Huddersfield, West Yorkshire

£28,000 - £33,000/annum

Treatment Coordinator

Medmatch

Fulham, Greater London

£31,000 - £33,000/annum £15-16 per hour | Mon-Fri | OTE

Associate Member (Mechanical Discipline)

Lloyd Recruitment - Epsom

Hampshire, England

Launch Engineer

Jonathan Lee Recruitment Ltd

Liverpool, Merseyside

£32.77/hour

Share jobs with friends