Ifa Administrator

Idex Consulting are working with an IFA practice to recruit an IFA Administrator based in Dundee

**Role and responsibilities**:

- Supporting and assisting a team of Financial Advisers
- Responding and forwarding on queries sent into our centralised enquiry mailbox
- Booking internal meetings and managing the central diary
- Letters of authority and gathering information
- Ensuring back-office system (Intelliflo) is always kept up to date
- Liaising with client GP's, ensuring the prompt completion of reports for protection cases
- Liaising with the paraplanning team to submit compliance and complete Intelliflo service cases on behalf of the Advisers
- Managing the firms platform assets: checking for transfers in; claiming advice fees; investing client monies
- Play a part in the ongoing servicing arrangements between Advisers and clients: this involves processing top-ups, pension withdrawals, preparing annual review documentation etc.

**Required skills**:

- Experience in financial services is an advantage

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