My client specialises in Financial Planning, Tax, Legal and Accountancy services, providing financial planning advice to individuals and business owners. we are now looking for an IFA Administrator to support two extremely busy advisers
- New business processing -online processing and by post for all life and pension business
- Switching - online and by post
- Dealing with telephone enquiries with clients/providers
- Administration tasks such as filing/scanning/faxing
- Client schedules, including valuations
About the Company
Company Name: IDEX Consulting Ltd.
Address: The Colmore Building 20 Colmore Circus, Queensway Birmingham B4 6AT, , UNITED KINGDOM
IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy specialising in the General Insurance, Financial Services and Legal sectors.
We pride ourselves on professionalism, service and delivery; enhancing lives and businesses through a consultative approach to career and talent management.
Our mission is to continually offer a quality and personal service based on our values: Trust, Pride and being a Solutions Led innovator.
A key differentiator for us is that we do not target our staff on activity; we focus on results. The priority for us is to place the right person in the right job. We encourage this way of working in order to identify the correct solution for a client or candidate, not a quick win outcome.
Company Website: https://www.idexconsulting.com/