Chartered Financial Planning Team Member

4 days ago


Chorley, Lancashire, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are committed to delivering high-quality services to our clients, and we are seeking an experienced IFA Administrator to join our team in Chorley. As an IFA Administrator, you will play a key role in maintaining accurate records of client information and ensuring that all business is recorded and chased through to completion.

Key Responsibilities:

  • Pipeline - ensure all business is recorded and chased through to completion, liaising with both Advisers, providers, GPs and Medical companies and recording notes for audit purposes
  • Maintain client files in line with company guidelines and standards
  • Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Scanned to the system and provided to the Adviser upon completion
  • Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries

The successful candidate will receive a competitive salary of £25,000-£30,000 per annum, depending on experience, plus benefits including 28 days holiday, supported learning and development, and a workplace pension.



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