Senior IFA Administrator
Job Description
Job title: Senior IFA Administrator
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Senior IFA Administrator
Job details Posted 01 February 2024 Salary£26000.00 – £30000.00 per annum LocationWirral Job type Discipline Expiry 11 May 2024 Reference41056_1706800185
Consultant
Business Manager
Senior IFA Administrator
Job description
My client is currently looking for a Senior IFA Administrator to join their business on the Wirral.
Specific responsibilities
- Act as first point of contact to client queries, supporting both new and existing clients
- Take ownership for all assigned tasks, monitor progress, and ensure all planned work is on schedule
- Keep an accurate records of Adviser charges and ensure they match client agreements
- Keep an up to record of new client leads
- Process of new business / servicing changes on Provider platforms and update CRM system
- Monitor all new business and servicing requests to ensure all information and documents are received in a timely manner, including the updating of clients records
- Produce and package full client meeting packs for ‘sign up’ meetings and ensure new client packs are available for each designated/allocated Adviser
- Produce and package client annual review packs for advisors – appointment and electronic
- Oversee other Administrators
Candidate should come from a similar background and have experience from within an IFA firm.
For more information please contact Graeme Hyland on 07896 933622 or email
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.
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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £30000 per year
Location: Barnstaple, Devon
