Job description
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.
Currently, they require an IFA Administrator to join their team in St Helens due to an internal progression of an existing team member.
The client administration team is responsible for the day-to-day support and servicing of our clients.
The role will see you working closely with the Administration Manager/Team Leader and established team of Administrators to provide an integral function to the wider team.
Client Administration Support and Servicing will include:
1. Providing proactive and dedicated assistance to Advisers
2. Managing Adviser's diaries and arranging client meetings
3. Contacting clients by telephone / email / Portal to ensure that the processing of their advice in not held up
4. Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements
5. Preparing meeting packs and papers and ensuring they are ready for client appointments
6. Processing new business
7. Keying Illustrations, projections and Valuations
8. Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
9. To comply at all times with the Compliance and Training and Competence Procedures of the Company
10. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales
11. Prioritise and action all activity entries allocated for your clients taking into consideration all the work being un-dertaken for the clients allocated to you
Benefits
12. Death in Service (4 x annual salary)
13. Private Medical Insurance
14. Group Income Protection
15. Employee Assistance Programme
16. Medicash (healthcare cash back plan)
17. Pension 5% employer contribution, 3% employee contribution
18. Discretionary 10% annual bonus based on company performance
19. 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year
20. The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work
The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition