Website IDEX Consulting Ltd

This listing is about IDEX Consulting Ltd in Kilmarnock, Scotland, United Kingdom
in 2022

About the job

Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Kilmarnock (with remote working)

You will be part of a team providing support and reports to the company director

Prepare suitability reports
Using Intelligent Office system and a variety of platforms
Obtain quotes, illustrations, product information and appropriate paperwork
Prepare annual reviews/valuations
Process new business
Liaise with providers
Deal with client queries

You must have 2-3 years experience as an IFA administrator to be successful in your application.

Diploma is not required.

In return you will receive a really competitive salary and join a well run business with great job satifaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.

Company: IDEX Consulting Ltd

Vacancy Type:

Job Location: Kilmarnock, Scotland, United Kingdom

Application Deadline: N/A

Apply Here

Jobz2day.com

To apply for this job email your details to bfdirb6788@gmail.com