• Client Services Administrator

Client Services Administrator in Edinburgh

Location: Edinburgh

Salary: £32.00 per hour

Recruiter: IDEX Consulting

Date Advertised: 2024-06-28

Job description

Idex Consulting are recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.


Your main responsibilities in this role will be:

  • Preparing valuations
  • Processing new business and renewals
  • Process fund switches
  • Assisting with research
  • Sending letters of authority
  • Booking client appointments for the IFA
  • Updating the pending work list regularly



    • You must have experience as an IFA Administrator to be successful in your application.

    Salary up to £32, doe.


    Read More

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