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Adviser Support

Employer
IDEX Consulting Ltd
Location
Aberdeen, Aberdeenshire, United Kingdom
Salary
Competitive Salary
Closing date
Jun 19, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.

Responsibilities:

  • Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
  • New Business Processing: Setting up products/pensions with various providers, both paper-based and electronically, follow up through to completion

Desired Skills and Expertise:
  • Experience in supporting Wealth Advisers across various product areas
  • Understanding of compliance requirements in the advisory process
  • Proven track record of achieving targets independently

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.

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