Senior IFA Administrator

3 weeks ago

Edinburgh, United Kingdom IDEX Consulting Ltd Full time

About the role:To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory issues and undertake necessary due diligence, whilst being actively involved in the company's Investment Committee and Portfolio construction.Key Responsibilities Prepare research, comparisons, and technical investment/pension calculationsProduce and present cash-flow modelling scenarios for client meetingsProcess new business applications, fund switches, withdrawals, and surrendersDraft suitability reports and client correspondence in line with compliance standardsPrepare review meeting documentation, valuations, and performance reportsMaintain accurate and up-to-date client data on Intelligent OfficeSupport the Financial Adviser in delivering high-quality financial adviceUndertake training with and provide support to the admin teamWork collaboratively with the Office Manager to ensure smooth daily operationsRespond to client, adviser, and provider queries in a professional and timely manner The successful candidate will have: Experience in an IFA or Financial Planning environment...

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