IFA Administrator

IDEX Consulting; Newcastle-under-Lyme; On-site; GBP 22,000 - 30,000; Full time

Job summary

IDEX Consulting seeks an experienced IFA Administrator to join their team in Newcastle Under Lyme. The role supports the Office Manager & Financial Planners, delivering a high quality, compliant service to clients.

Key duties include processing new business, preparing valuation reports, client review materials, and assisting advisers with provider information and FE Analytics. Previous IFA experience is essential for this position.

Qualifications

• Previous experience in an IFA environment is essential.

Responsibilities

• Processing new business
• Preparing valuation reports
• Preparing performance documentation for client review appointments
• Preparing review checklist for client appointments
• Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports
• Run risk profiler results via FE Analytics
• Ensuring that clients are advised of progress throughout this process
• Assisting with research and producing FE Analytics fund switch reports
• Ensure client authorisation received to complete switch in line with MIFID II requirements
• Processing and monitoring switch directly with provider or electronically via platform
• Preparing half yearly valuation reports for issue to client
• Provide post review summary reports to clients
• Completing withdrawal instructions on behalf of clients
• Ensuring any instructions received are confirmed in writing by client and authentication process is followed

Job description

My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.

Key Duties:

• Processing new business
• Preparing valuation reports
• Preparing performance documentation for client review appointments
• Preparing review checklist for client appointments
• Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports
• Run risk profiler results via FE Analytics
• Ensuring that clients are advised of progress throughout this process
• Assisting with research and producing FE Analytics fund switch reports
• Ensure client authorisation received to complete switch in line with MIFID II requirements
• Processing and monitoring switch directly with provider or electronically via platform
• Preparing half yearly valuation reports for issue to client
• Provide post review summary reports to clients
• Completing withdrawal instructions on behalf of clients
• Ensuring any instructions received are confirmed in writing by client and authentication process is followed

Previous experience in an IFA environment is essential.

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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.