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Executive PA

  • Salary: £28000.00 - £32000.00 per annum
  • Location: Birmingham
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Jul 2017
  • Job reference: 28754
An IFA Administrator with experience in Financial Administration i.e. with a life company or IFA working for one of the most successful Financial Planners in Birmingham City Centre.

You will be responsible for:

* To carry out administration work, to provide support to Administrators, Advisers and other members of staff
* Processing investment sales/purchases ensuring 1st database and clients are kept up to date and seeing transactions through to completion
* Processing changes within trusts and re-assigning investments
* Dealing with ad-hoc queries from advisers and clients
* Processing and seeing through to completion the re-registration of PEP/ISA and investments to fund platforms
* Reconciling client valuations
* Preparing figures for production meetings
* Providing Advisers with fortnightly client progress updates
* Checking the quarterly valuations before they are issued and dealing with client queries
* Ensuring 1st database is accurate and up to date
* Dealing with commission queries
* Ensuring id verification evidence is up to date and updating details on 1st database

Job specific requirements:

* Willingness to work on own initiative and take responsibility/ownership of work
* Ability to adapt to various work situations
* Ability to stay calm under pressure
* Ability to work as a team member and support other members of staff
* Ability to prioritise work flow
* Attention to detail
* Ability to create clear and concise correspondence
* Ability to comprehend insurance company literature and jargon
* Knowledge of investment products
* Ability to work well with different levels of people

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.
Our clients include: