Senior IFA Administrator

Posted 25 June by IDEX Consulting Ltd
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My client is a chartered and market leading IFA practice who are seeking a highly professional and experienced Senior IFA Administrator to join their team in Altrincham.

  • Providing comprehensive support to Financial Advisers
  • Administering investments, pensions and protection for individual clients and corporate schemes
  • Mentoring and coaching other team members
  • Processing new business and servicing - protection, investments, top-ups, pension transfers and drawdown etc.
  • Producing up to date valuation reports for clients
  • Liaising with clients and dealing with their queries and concerns
  • Maintaining client records on system and paper files
  • Dealing with the incoming and outgoing post
  • Liaising with colleagues, clients and product providers
  • Composing letters
  • Using Microsoft office packages

The successful candidate must have experience from within an IFA practice.
Industry qualifications are desirable.

You should have excellent communication skills and be a confident relationship builder.
You will display strong organisational skills and be able to plan and prioritise a busy work load.

For more information please contact Graeme Hyland.

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.

Required skills

  • IFA Support
  • IFA Admin
  • IFA Administrator
  • IFA Administration
  • Client support
  • Senior IFA Administrator

Reference: 37314704

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