IFA Administrator

20000.00 - 25000.00 GBP Annual
29 Nov 2016
27 Dec 2016
Contract Type
Full Time
Role: IFA Administrator
Location: Bath
Salary: Up to ??25,000
Would you like to work for a leading organisation within the financial services market? Offering scope for career progression and an above market average salary package?
Role Responsibilities:

* To support the wealth managers in relation to both new business and high level of ongoing service.
* Support wealth managers to meet business targets.
* Manage wealth manager's diaries by booking and preparing for meetings.
* Assist paraplanners to conduct product and investment research alongside writing suitability letters to confirm advice.
* To insure all files are compliant and complete
* Processing new business and track to completion
* Writing letters to clients and providers as appropriate
* Providing a high level of service to clients, including regular valuations
* Performing general office administration tasks; posts and emails
* Maintain and update back office systems, including wrap platform
* Help to organise events and seminars
Core Skills:
* Self-Starter with the ability to organise themselves without close supervision
* The ability to work well within a team
* Attention to detail
* Strong preference for action and ability to handle pressure and meet deadlines
* Strong IT Skills
* Client Contact Experience
Financial Planning Certificate (FP1)

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