IFA Admin & Client Services Specialist
Listed on 2026-11-05
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Banking & Finance, Finance Assistant -
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Banking & Finance, Finance Assistant
IDEX Consulting is seeking two Financial Services Administrators to join a national IFA practice based in Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently.
Key responsibilities include processing and chasing new business applications, maintaining client records in Intelligent Office, managing documentation, and assisting advisers with provider platforms, cash
We are looking to fill the IFA Admin & Client Services Specialist position at IDEX Consulting in Town of Florida, NY, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 30.000 - 38.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the IFA Admin & Client Services Specialist role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).