5 Jobs in Elgin, IL
IDEX Consulting is Hiring a Financial Services Administrator Near Elgin, IL
Responsibilities:
- Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
- Analysis: comparing products and providers with Financial Express Analytics and Selectapension
- Quotes and paperwork: preparation for various products, i.e. pensions, ISAs, bonds
- Suitability letters: preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection and investment actions
- New business processing: setting up products/investments with various providers, both paper-based and electronically, follow up through to completion
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission 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.
Job Summary
Full Time
Business Services
$81k-103k (estimate)
06/19/2024
09/19/2024
idexconsulting.com
BIRMINGHAM
25 - 50
2006
Private
LOUISE MICHELLE GREEN
<$5M
Business Services
Related Companies
The job skills required for Financial Services Administrator include Financial Services, Analysis, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Administrator positions, which can be used as a reference in future career path planning. As a Financial Services Administrator, it can be promoted into senior positions as a Service Contract Administration Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Administrator. You can explore the career advancement for a Financial Services Administrator below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
