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IFA Administrator

  • Salary: £23000.00 - £26000.00 per annum
  • Location: Greater Manchester
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    23 May 2017
  • Job reference: 28527
My client is currently looking for an experienced IFA Administrator to join their growing team in Bolton.

THE ROLE
• The successful candidate will support the advisers in the provision of financial planning advice to clients.
• Data input of fact find information and documentation onto the back office system (IRESS).
• Diarising events throughout the business cycle.
• Producing new business packs and preparation for client meetings.
• Producing client portfolio review information and presenting this with meeting packs.
• Ensuring that the back office system records are fully updated to enable accurate management information and reporting.
• Liaising with providers and clients as required.
• Maintaining training objectives as agreed.
• Maintaining professional and ethical standards in accordance with regulatory principles for business.

THE CANDIDATE
• To be able to work on own their initiative with great attention to detail.
• Practical experience and knowledge of an IFA environment is essential.
• A good working knowledge of IRESS Adviser Office.
• Previous experience of the Standard Life and Aviva platforms would be beneficial.
• Keen to progress with industry exams.

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: