IFA Administrator
Job Description
Job title: 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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IFA Administrator
Job details Posted 26 February 2024 Salary£25000.00 – £30000.00 per annum LocationWarwick Job type Discipline Expiry 05 June 2024 Reference41235_1708965185
Consultant
Business Manager
IFA Administrator
Job description
About Our Client
An expanding Financial Services group has an opportunity for an IFA Administrator to join their team in Warwick.
Be part of an exciting journey as the Midlands hub of this impressive national firm continues going from strength to strength.
About the Role
This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning.
The main duties of this role include;
Supporting new and existing business cases.
Preparing documentation for client meetings.
Responding to client enquiries.
Preparing valuations.
Processing withdrawal requests.
Liaising with providers and third parties to obtain client information.
Updating systems.
Ensure compliance standards are met.
Applicant requirements;
Essential to have a background providing support and administration across Financial Planning for IFA’s, Financial Planners or Financial/ Wealth Advisers.
Be professional, organised and offer good communications skills both written & verbal.
Team player.
What’s on Offer
The opportunity to join a friendly and supportive team.
Career development available as as with support for industry qualifications.
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: Stirling
