Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator... review packs Process new business applications accurately and efficiently Liaise directly with providers and respond...
will have: Experience in an IFA or Financial Planning environment Strong understanding of the Financial Planning process Working..., and technical investment/pension calculations Produce and present cash-flow modelling scenarios for client meetings Process new...
, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial...Location: COVENTRY, West Midlands Type: Permanent Job #91018 Salary: £28,000 - £32,000 Per Annum IFA...
opportunities through reviews, referrals, and internal channels Collaborate with a dedicated support team (paraplanning and admin...) to ensure a smooth and compliant advice process Maintain high professional and ethical standards in line with their Chartered...