Part Time IFA Administrator

Recruiter
Anonymous
Location
Lancashire
Salary
20000.00 - 25000.00 GBP Annual
Posted
09 Nov 2016
Closes
06 Dec 2016
Contract Type
Permanent
Hours
Full Time
My Client is currently looking for a Part Time IFA Administrator to join their team in North West Manchester.

* The successful candidate will support the advisers in the provision of financial planning advice to clients.
* Data input of fact find information and documentation onto the back office system.
* Diarising events throughout the business cycle.
* Producing new business or review packs and preparation for client meetings.
* Producing client portfolio review information and presenting this with meeting packs.
* Liaising with providers in the provision of valuations and other product information as needed.
* Maintaining accounting system records up to date.
* Ensuring that the back office system records are completed to enable accurate management information and reporting.
* Liaising with back office system suppliers, trainers and other external consultants as required.
* Maintaining training objectives as agreed.
* Building process descriptions in conjunction with other staff.
* Note taking during meetings and training sessions.
* Maintaining professional and ethical standards in accordance with regulatory principles for business.
The Candidate
* To be able to work on own their initiative with great attention to detail.
* Practical experience and knowledge of an IFA environment is essential.
* Previous experience of the Novia, Standard Life and Co-funds platforms would be beneficial together with a working knowledge on IRESS Adviser Office.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful