Administrative Support Specialist IFA
1 day ago
We are looking for an Administrative Support Specialist IFA to join our team at IDEX Consulting in Chorley, Lancashire.
Job Description:- Pipeline Management: Liaise with Advisers, providers, and GPs to ensure all business is recorded and chased through to completion.
- Client File Maintenance: Maintain client files according to company guidelines and standards.
- Client Service Review List Preparation: Prepare and maintain the client service/review list for Advisers, ensuring timely completion.
- Paraplanning Assistance: Prepare cases for Paraplanning, ensuring necessary information is on file.
- General Support: Assist with various tasks as required, including meeting and greeting clients, handling incoming enquiries.
Our company offers a competitive salary of £35,000 per annum, 28 days holiday + Bank Holidays, Supported Learning and Development, Early Finish Fridays (1 hour) + Dress-Down, Workplace Pension, Exam and Study Leave, Staff Spot Bonus (Monthly Nominations), Employee Assistance Programme, and a welcoming work environment.
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