Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh... in this role will be: Client reviews Preparing valuations/illustrations Processing new business and renewals Assisting...
and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance... Planners, internal teams, and external providers to ensure a seamless client experience. The role includes attending client...
and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs..., and technical investment/pension calculations Produce and present cash-flow modelling scenarios for client meetings Process new...
of contact for complex member and client queries via phone, email and written correspondence Perform and check complex pension... procedures Monitor workloads and progress using management information and reporting tools Support delivery of client projects...
. Key Responsibilities Key client contact: phone calls, arranging meetings, etc Organising advisers diary Managing... client reviews/Preparing Meeting Packs Preparing of Client Agreements and Agendas Drafting Client communications including...
correct person. Maintain client records on Intelligent Office (IO) to ensure they are up to date and accurate. Update client... information on Intelligent Office and inform adviser accordingly. Ensure all client letters, company information...
Job Description: We're looking for an experienced Legal Secretary / Legal Administrator to join our client's team... management skills, we'd love to hear from you. Skills/Experience: Experience as a legal administrator or secretary in a law...
organisations to deliver a quality and comprehensive litigation and debt recovery service with a client and customer service at the... an excellent client experience. The main purpose of this role is collecting outstanding unsecured and secured debts utilising...
ASA Recruitment’s client, a Public Sector organisation in Edinburgh, are currently looking to recruit an HR Advisor... administrator for accuracy. Essential Experience: Degree level qualification or equivalent experience. CIPD qualified...
Maintaining an up-to-date technical knowledge of business and personal tax Oral and written communication with HMRC on client...’s behalf Administrative duties – scanning, filing of tax return information and returning to client Liaising with colleagues...