Idex Consulting are recruiting for an experienced administrator to join an IFA practice in Edinburgh.

Your main responsibilities in this role will be:

• Using automated letter of authority process.
• Extracting provider information into the template with the aid of AI
• Generating additional information requests to be sent to providers.
• Making additional information requests via email and telephone.

Requirements:

• The successful candidate will have at least one year's relevant experience within Financial Services
• Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential
• Experience of using Platforms and Provider websites desirable but not essential

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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.