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IFA Administrator

Job description

Idex Consulting are working with an IFA practice to recruit an IFA Administrator based in Dundee

Role and responsibilities:

  • Supporting and assisting a team of Financial Advisers
  • Responding and forwarding on queries sent into our centralised enquiry mailbox
  • Booking internal meetings and managing the central diary
  • Processing new business applications, being proactive in the development of applications to ensure there are no delays, chasing various providers for regular updates on cases
  • Letters of authority and gathering information
  • Ensuring back-office system (Intelliflo) is always kept up to date
  • Liaising with client GP's, ensuring the prompt completion of reports for protection cases
  • Liaising with the paraplanning team to submit compliance and complete Intelliflo service cases on behalf of the Advisers
  • Managing the firms platform assets: checking for transfers in; claiming advice fees; investing client monies
  • Play a part in the ongoing servicing arrangements between Advisers and clients: this involves processing top-ups, pension withdrawals, preparing annual review documentation etc.

    Required skills:
  • Experience in financial services is an advantage

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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.