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IFA Administrator
2 months ago
At IDEX Consulting Ltd, we are seeking an experienced IFA Administrator to join our team in a dynamic and challenging role.
Key Responsibilities:- Business Operations: Assist the Office Manager and Financial Planners in providing an efficient, high-quality, and compliant service to clients.
- New Business Processing: Process new business, ensuring timely and accurate completion of tasks.
- Reporting and Documentation: Prepare valuation reports, performance documentation, and review checklists for client appointments.
- Research and Analysis: Run risk profiler results via FE Analytics and produce comprehensive reports to support advisers' recommendations.
- Client Communication: Ensure clients are advised of progress throughout the process and assist with research and producing FE Analytics fund switch reports.
- Switch Processing: Process and monitor switches directly with providers or electronically via platforms, ensuring compliance with MIFID II requirements.
- Reporting and Review: Prepare half-yearly valuation reports for issue to clients and provide post-review summary reports.
- Client Authorisation: Ensure client authorisation is received to complete switches and follow authentication processes.
Requirements: Previous experience in an IFA environment is essential. The ideal candidate will possess strong administrative skills, attention to detail, and excellent communication skills.
