Idex Consulting are recruiting for an experienced financial services administrator to join an IFA practice in Edinburgh... this role will be: Preparing valuations Processing new business and renewals Process fund switches Assisting with research...
IDEX ConsultingOVERALL SUMMARY The Investment Administrator will provide administrative support to a team of Investment Managers... account administration process. Distribute valuations, tax packs and performance data. Collate and distribute reports...
Close Brothers Groupadministrator. This work will cover all aspects of administration of the accounts, from opening, working with investment managers... proposals. You will be required to assist in the distribution of valuations and tax packs for the team’s client base...
Quilterpacks and valuations. Liaise with Investment Managers on Dual Expert cases. Qualifications To be successful in...
Evelyn Partnersof meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches...
Evelyn Partners