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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