Senior Ifa Administrator

1 week ago


Sutton Coldfield, United Kingdom IDEX Consulting Ltd Full time

A well-established Chartered Financial Planning firm who provide financial advice to professionals and business owners are looking for a Senior Administrator to join their team. They offer fantastic progression opportunities, study support, free parking,company pension and flexible working hours.
Duties will include but will not be limited to;
Managing diaries and booking appointments for Financial Planners
Preparation of new business packs
Record keeping and audit trail management
Filing and retrieving information and documents
Carrying out servicing requests for clients
Liaising and working with internal and external third parties including clients, Paraplanners, Financial Planners and product providers
File creation and maintenance
Gathering information to prepare quotes for clients
Ensuring all information passed to the Financial Planner meets the FCA guidelines

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 IDEXConsulting website and view our Privacy Policy.

**Our Diversity, Equity and Inclusion Mission**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.



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