IFA Administrator

Employer
IDEX Consulting Ltd
Location
Warwick, UK
Salary
Competitive
Closing date
11 Feb 2021

Job Details

My client is a leading holistic chartered IFA firm, who has been growing through acquisition over the past 4 years is now looking to appoint a Senior Administrator to join their team.

Responsibilities:
  • Liaise closely with Financial Planners to gather all required research for production following review
  • Gather and provide product, platform and fund research
  • Prepare complex research, such as annual and life time allowance, CGT, defined benefit transfers and bond chargeable gains calculations
  • Realigning risk profile
  • Present research
  • Working in a client facing team (three or more advisers), serving HNW clients and assisting with the creation of financial planning report in order to meet the client requirements
  • Draft and co-ordinate technical documents and research for client presentations
  • To develop/ maintain report, email, research note, report writing and communication skills to enable effective communications with the client
  • To undertake work of a project based nature as and when required to do so


The successful candidate will be working within a similar role, with a background of providing support on products and funds.Competitive salary, free car parking and benefits within a progressive firm that is offering career development and support towards further qualification.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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