Client Services Administrator

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre.

Responsibilities:

• Preparing illustrations and paperwork for clients
• Processing and chasing of new business, both paper based and online
• Process fund switches and rebalances
• Sending out Letters of Authority to life companies and chase up accordingly
• Prepare and format all suitability reports
• Undertaking the research and completion of Pension Replacement Contracts
• Issuing policy documentation
• Obtaining valuations, paperwork and preparing death schedules for families and Solicitors
• Maintain back office system and ensure client data is accurate and up to date
• Maintain back office system task management system and daily workload
• Helping with the training of Trainee member of the team
• Ensuring client files are compliant with FCA and Company guidelines
• Preparation of correspondence including letters and emails
• Dealing with clients and providers over the telephone and email
• Delivering research when requested

Requirements:

• Experience within a Financial Adviser environment
• Experience using Microsoft Word, Excel, Outlook and Internet Explorer is essential
• Experience of Intelligent Office desirable but not essential
• Experience of using Platforms and Provider websites

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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.