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IFA Administrator

Job description

My client is a well established IFA firm in Belfast. They are currently looking for an experienced IFA to contribute to company strategy, goals and objectives by providing a high quality, technical support and administrative services to all clients, internal and external.

Job Responsibilities:

  • Provide administrative and technical support to the financial planning / specialist advisors, the Directors and other colleagues within the company
  • Assist the adviser in delivering to the client a service in accordance with the service level they have subscribed to
  • Maintain the client database in an accurate and timely manner ensuring all client and product details are updated with no omissions
  • Co-ordinate and prepare client reviews supporting the financial adviser. Where applicable insert recommendations to rebalance the client to the appropriate model portfolio
  • Provide pre and post sales administration in relation to the processing of new business and general ad hoc queries
  • Assist the adviser in maintaining a compliant client record in accordance with the regulations established by the FCA
  • Contribute to business development through acknowledgement and an awareness of the Company targets and influence you may have in achieving that target
  • Fulfil reception duties on a cover basis for breaks and lunchtime and agreed days as requested
  • Proactively prioritise and manage own time and workload in an efficient and effective manner, working to deadlines as necessary
  • Understand and contribute to the marketing strategy of the company

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.

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