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IFA Administrator

Job Description

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with …

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