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IFA Administrator

Job description

About our client
An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham.

Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength.

About the role
This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning.

The main duties of this role include;

  • Supporting new and existing business cases
  • Preparing documentation for client meetings
  • Responding to client enquiries
  • Preparing valuations
  • Processing withdrawal requests
  • Liaising with providers and third parties to obtain client information
  • Updating systems
  • Ensure compliance standards are met

Applicant requirements;

  • Essential to have a background providing support and administration across financial planning for IFA's, Financial Planners or Financial/Wealth Advisers.
  • Be professional, organised and offer good communications skills both written and verbal
  • Team player

What's on offer
The opportunity to join a friendly and supportive team
Career development available as as with support for industry qualifications

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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.