My Client is successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced IFA Administrator to join their team.

THE ROLE

• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards
• Process all business in accordance with required process
• Assess clients file documentation in accordance with compliance requirements
• Identify and correct remedial actions as required
• Be aware and act upon any compliance issues; complete documentation required
• Accurately record all client facing time
• Coordinate billing of fees with Wealth Adviser for invoicing
• Request policy information from product providers/3rd Party/ via email/fax/telephone
• Coordinate and produce client valuations
• Develop and maintain effective relationships with clients, colleagues and 3rd party's
• Be aware and act upon any compliance and quality issues
• Any other tasks as and when required requested by your line Manager

Previous experience in an IFA environment is essential.

Company offers a very impressive benefits package and the opportunity to work hybrid.

For more information please contact Alison MacMillan alison.macmillan@idexconsulting.com

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