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Job summary
A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process. Previous experience in an IFA environment is essential for this role.
Qualifications
- Previous experience in an IFA environment is essential.
Responsibilities
- Process new business and prepare valuation reports.
- Prepare performance documentation for client review appointments.
- Ensure clients are updated during the process.
Skills
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.
- 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.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.