Senior Ifa Administrator

4 days ago


Southport, United Kingdom Idex Full time

My client is currently looking for a Senior IFA Administrator to join their team in Southport. The role is to support the advisor and planning teams with a robust control, support and execution of advice service. They are responsible for ensuring that recommended advice is consistently implemented accurately in a timely manner via a range of providers and platforms, whilst managing their own general administrative work priorities through FPC's Client Relationship Management (CRM) system.

**Job Description**:

- Contracts - administration of pension contracts (including SSAS, SIPP and personal pensions), property purchases, rentals and sales, Insurance Company Bonds, General Investment Accounts and ISAs
- Recording and updating of relevant client information in Curo (CRM) and completing any actions required following a client review meeting
- Supporting advisers with client meeting preparation which can include provider documentation or presentation reporting
- Office systems and administration - providing support with the development and maintenance of the standard operating systems of the firm including general day to day office administration
- Managing your own activities linked to the execution of advice recommendations as well as supporting team members where needed
- Supporting the continual improvement and development of existing processes and controls

Required Knowledge
- Have an understanding of both the financial planning process and the critical administrative elements of it
- Be able to demonstrate excellent technical knowledge in relation to personal finance and investment management issues

**Required Skills**:

- Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times
- Able to undertake some repetitive work, while maintaining an eye for detail and a focus on accuracy
- Comfortable working on own initiative, setting and managing personal goals, directing work-flow and managing often conflicting deadlines

For more information please contact Graeme Hyland on 07896 933622.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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