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Administrative Assistant for Financial Services
2 months ago
**Job Summary**
IDEX CONSULTING LTD is seeking an experienced IFA Administrator to support their team in providing an efficient, high-quality, and compliant service to clients.
**Key Responsibilities:**
- Process new business and prepare valuation reports to ensure timely and accurate delivery.
- Prepare performance documentation for client review appointments, including review checklists and risk profiler results.
- Obtain provider information to assist advisers with recommendations and enable paraplanners to produce comprehensive reports.
- Run risk profiler results via FE Analytics and ensure clients are advised of progress throughout the process.
- Assist with research and produce FE Analytics fund switch reports, ensuring client authorization is received in line with MIFID II requirements.
- Process and monitor switches 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, ensuring instructions are confirmed in writing and authentication processes are followed.
**Requirements:**
- Previous experience in an IFA environment is essential.
- Strong administrative skills and attention to detail.
- Ability to work efficiently and effectively in a fast-paced environment.
