Senior IFA Administrator/Paraplanner

IDEX Consulting Ltd
Oxfordshire, UK
26 Jul 2019
01 Aug 2019
Contract Type
Full Time
A lifestyle financial planning firm are looking to hire an experienced Financial Planning Administrator to join their business based in Witney, Oxfordshire. This is an opportunity for a determined and proactive individual willing to embrace company culture and being involved in all areas of work.

This would suit an individual who seeks progression as part of a team and embraces the prospect to be involved in a growing company where they can personally make a difference.

Responsibilities may include:
  • Typical responsibilities would include managing the day to day reporting and administration processes such as:
    • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements both internally and externally
    • Assisting with fund switches and re-balances
    • Issue periodic investment updates to clients
    • Preparing documents and presentations to assist the investment committee, including agenda, minutes and coordination of follow-up action
    • Maintenance of client contact lists
    • Provide additional support, as required, to the advice team to complete client reviews
    • Liaising with product providers and other relevant third parties
    • Draft and write financial planning reports and letters of suitability
    • Providing high quality administration and analytical support to the advice team and clients
    • Processing all private client related new business and servicing queries
    • Liaising with the advice team to ensure all aspects of development, change and ongoing activities are clearly communicated and absorbed in the company
    • Ensuring all meeting follow-up work is completed within agreed timescales

  • Experience within and IFA or financial planning practice
  • Comfortable with new business processing
  • A strong knowledge of financial products, particularly pensions and investments
  • A strong team player with a 'can do' attitude that can bring knowledge previously obtained as well as a flexible approach to all aspects of the role

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.

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