Administrative Professional
4 days ago
Job Summary:
IDEX Consulting is seeking a highly skilled and experienced IFA administrator to join our team. As an IFA administrator, you will play a critical role in supporting our financial advisers with administrative tasks, ensuring seamless delivery of services to our clients.
Key Responsibilities:
- Cradle to Grave Administration: Provide comprehensive administrative support for all financial services products, ensuring accurate and timely processing.
- Platform Management: Utilize Intelligent Office system and various platforms to manage client data, quotes, illustrations, and product information.
- Client Liaison: Liaise with clients to address queries, resolve issues, and provide exceptional customer service.
- Business Processing: Process new business, prepare annual reviews, and obtain necessary paperwork.
- Provider Management: Collaborate with providers to ensure smooth delivery of services.
Requirements:
- Proven experience as an IFA administrator.
- Excellent administrative skills, with attention to detail and organizational abilities.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
What We Offer:
IDEX Consulting offers a competitive salary, a well-run business environment, and opportunities for career progression to paraplanner and beyond. Our company culture values diversity, equity, and inclusion, providing a supportive and inclusive work environment.
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