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IFA Administrator

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom IDEX Consulting Ltd Full time
Job Description

**Job Title:** IFA Administrator

**Company:** IDEX Consulting Ltd

We are seeking an experienced and skilled IFA Administrator to join our team in a dynamic and fast-paced environment. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners and Office Manager in delivering an efficient, high-quality, and compliant service to our clients.

Main Responsibilities:

  • Process new business applications and ensure timely completion of tasks
  • Prepare valuation reports and performance documentation for client review appointments
  • Assist in preparing review checklists for client appointments and obtain necessary provider information
  • Run risk profiler results via FE Analytics and ensure clients are informed of progress throughout the process
  • Assist with research and produce FE Analytics fund switch reports, ensuring client authorization is received in accordance with MIFID II requirements
  • Process and monitor switch instructions directly with providers or electronically via platforms
  • Prepare half-yearly valuation reports for issue to clients and provide post-review summary reports
  • Complete withdrawal instructions on behalf of clients and ensure authentication processes are followed

Requirements:

  • Previous experience in an IFA environment is essential
  • Strong administrative and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Excellent communication and interpersonal skills

What We Offer:

As an IFA Administrator at IDEX Consulting Ltd, you will have the opportunity to work in a dynamic and supportive team environment, with a competitive salary and benefits package.