Senior IFA Administrator

22 Days Old

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:
Providing all necessary paperwork timeously for new and review planning meetings eg: core engagement documents, agendas, valuations, performance information, charges, expression of wish, trust forms and any other documents pertinent to remaining compliant with up-to-date legislation Adopting a good client-first culture and ensuring that every client interaction is a positive one Efficiently obtaining all necessary information about a client's existing products using Letters of Authority, preparing illustrations and submitting all new business including that of a more complex nature Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc. Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms, phased income and any other transactions, as necessary Identifying clients due for review and following workflow to completion in line with Co process Ensuring all client records across various softwares (ie: iO, Papercloud, Moneyinfo, Truth) are set up and accurately maintained in line with inhouse processes and regulatory requirements Using iO as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience Supporting the operations and compliance functions by ensuring that all management information is accurate and readily accessible whether via iO or general Registers Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team and by providing guidance and training to more junior members of staff Supporting the Client Services Manager by leading as a systems expert on iO, Moneyinfo and cashflow modelling software Supporting the Client Services Manager by deputising/stepping up in her absence to ensure smooth ongoing work and office management across the team Carrying out any other activities or ad hoc project duties for the team including progress towards full simplification and harmonisation Completing all mandatory learning within the deadlines and adhering to conduct rules at all times Working closely with paraplanning team to maximise the effectiveness of operating procedures
Skills and experience
Previous background working within a IFA or financial services organisation Good working knowledge of Intelligent Office (iO) and Excel Good knowledge of using Microsoft Office packages in particular Excel and Word Strong verbal and written communications skills Excellent interpersonal skills with individuals at all levels, internally and externally The ability to work on own initiative and also work as part of a team is desirable
Benefits
Group pension scheme Healthcare Death in service
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr
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Location:
City Of Edinburgh, Scotland, United Kingdom
Job Type:
FullTime

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