IFA Admin & Client Services Specialist

IDEX Consulting; Town of Florida (NY); On-site; USD 30,000 - 38,000; Full time

Job summary

IDEX Consulting is seeking two Financial Services Administrators to join a national IFA practice based in Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently.

Key responsibilities include processing and chasing new business applications, maintaining client records in Intelligent Office, managing documentation, and assisting advisers with provider platforms, cash

Qualifications

• Previous financial services/IFA administration experience preferred.
• Basic knowledge of financial products, providers and FCA requirements.
• Strong organisation and attention to detail.
• Excellent communication and customer service skills.
• Confident using technology and back-office systems.
• Intelligent Office experience is desirable.

Responsibilities

• Process and chase new business applications through to completion.
• Maintain accurate client and plan records on Intelligent Office.
• Upload and manage client documentation and correspondence.
• Assist advisers with provider platforms, cash management and trades.
• Prepare quotations, applications and client meeting paperwork.
• Handle client, Adviser and provider queries.
• Process policy claims and other client requests.
• Manage day-to-day tasks and provide wider administrative support.

Skills

Financial services administration

Attention to detail

Communication skills

Organisational skills

Technology proficiency

Tools

Intelligent Office

Job description

IDEX Consulting is seeking two Financial Services Administrators to join a national IFA practice based in Aberdeen or Inverness. You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently.

Key responsibilities include processing and chasing new business applications, maintaining client records in Intelligent Office, managing documentation, and assisting advisers with provider platforms, cash