IFA Administrator

Overview

An award winning, financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their office in Wendover, Buckinghamshire.

The role will be to provide high level support to experienced Financial Planners across the full advice range including investments and pensions.

Responsibilities

• Processing the submission of new and top-up business to relevant provider platforms, ensuring the Adviser has provided full compliance requirements.
• Updating the back-office system with the new business and uploading all relevant documents.
• Working with a number of provider platforms to set expectations for new monies in.
• Processing switches.
• Purchasing and selling of funds.
• Paying out ad hoc income requests.
• Preparing annual client review reports.
• Supporting Advisers in collating information and documents in preparation for meetings.
• Ad hoc projects.

Development and Environment

The company provides an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism are maintained at all times.

How to apply

If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career, please apply for a confidential conversation.

Additional information

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-forward 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.