IFA Support Administrator

A new opportunity has arisen for an experienced IFA Support Administrator to join an independent financial planning firm in Bolton on a full-time, permanent basis. The successful candidate will support the Advisers in the provision of financial planning advice to clients both private and corporate.

General Duties:

• 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:

Essential:

• Practical experience and knowledge of an IFA environment
• Experience of an office admin support role
• To be able to work on own initiative with great attention to detail
• Strong interpersonal skills, drive and energy
• Motivated by working in a fast-paced environment
• Organised and able to prioritise

Beneficial:

• A good working knowledge of IRESS Adviser Office or similar
• Previous experience of platforms
• Relevant CII qualification or studying towards

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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