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!
Ditch KPIs and Make More Money!!
Too many recruitment agencies still rely on outdated KPIs and cultures of micromanagement. Download our guide to find out how to Ditch KPIs, all while maxing your earnings.
IFA Administrator
Job details Posted 11 January 2024 Salary£25000.00 – £32000.00 per annum + benefits package LocationPetersfield Job type Discipline Expiry 20 April 2024 Reference40903_1704968209
Consultant
Managing Consultant
IFA Administrator
Job description
An award winning, chartered financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their Petersfield office.
The role will be to provide high level support to an experienced financial planner across the full advice range including investments and pensions. Some key responsibilities are:
- Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements
- Updating the back-office system with the new business and uploading all relevant documents
- Working with a number of provider platforms – to add expectations for new monies in
- Processing Switches
- Purchasing and selling of funds
- Paying out ad hoc income requests
- Annual Client Review Reports
- Supporting Advisers in collating information/documents in preparation for meetings
- Ad hoc Projects
The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times.
If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation.
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: £32000 per year
Location: Barnstaple, Devon
Job date: Sat, 13 Jan 2024 07:03:40 GMT
Apply for the job now!
