Job Description

Job description

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 requi...

    • Apply for this Position

    Ready to join IDEX Consulting? Click the button below to submit your application.

    Submit Application