Job description
My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team.
- Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
- Research - carrying out in depth analysis of many different types of financial contracts.
- Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
- Updating system - keeping back office system up to date with client info and provider contacts.
- Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
- Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
- Reviews - producing detailed review reports and portfolio valuations for client review meetings.
They offer a competitive salary, pension, 25 days holiday, 4 x DIS, full study support for diploma and more.
For more information please contact Graeme Hyland on 07896 933622.
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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.
