My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester.

The role

• Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations
• Proactively completing research and analysis of the client case and of the market of solutions
• Drafting high quality advice suitability recommendations

Other tasks include dealing with

• Valuations
• Information gathering
• Salesforce management
• AML
• HNW certificates
• Produce and collate all the relevant pre-meeting paperwork
• Prepare and process all new business applications and documentation
• Ensure that all fees/invoices are checked, sent and chased as required
• Follow through all business processing to completion, closely monitoring the progression of each case while ensuring the pod and the clients are kept fully informed
• Trade reconciliation
• Payments
• Initial client onboarding
• Invoices
• Custodian report data gathering
• LOAs/chasing information

Experience

• Good knowledge of HNW and ultra HNW clients and their families and trusts
• Strong financial planning understanding of markets
• Should be or be working to level 4 diploma level qualification
• Excellent administrative skills, with an eye for detail ensuring a high level of accuracy in all areas of work
• Strong communication
• Strong understanding of policies, systems and processes
• Good task management and basic project skills to provide strong coordination
• Professionalism - self driven development of technical knowledge and qualifications
• Keeping up to date on technical, legislative/regulatory changes in your respective markets to enable the proposition to develop and evolve
• Identifying and developing solutions to provide innovative client solutions
• Bring into the firm ideas and concepts to improve what and how we deliver for clients

Benefits include

• 30 days holiday plus bank holidays
• Private medical insurance - currently provided by Bupa
• Death in service cover -8x salary
• Employer pension contribution up to 8% depending on salary
• Access to Enjoy Benefits Childcare scheme
• Discretionary bonus scheme
• Additional holiday allowance for special occasions, wedding, first day of school, graduation etc.

For more information please contact me on 07896 933622 or email graeme.hyland@idexconsulting.com

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.