Overview
My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme.
The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.
Key Duties
* Processing new business
* Preparing valuation reports
* Preparing performance documentation for client review appointments
* Preparing review checklist for client appointments
* Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports
* Run risk profiler results via FE Analytics
* Ensuring that clients are advised of progress throughout this process
* Assisting with research and producing FE Analytics fund switch reports
* Ensure client authorisation received to complete switch in line with MIFID II requirements
* Processing and monitoring switch directly with provider or electronically via platform
* Preparing half yearly valuation reports for issue to client
* Provide post review summary reports to clients
* Completing withdrawal instructions on behalf of clients
* Ensuring any instructions received are confirmed in writing by client and authentication process is followed
Experience / Qualifications
Previous experience in an IFA environment is essential.
How to apply
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
Additional information
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