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Senior IFA Administrator

  • Salary: Negotiable
  • Location: Coventry, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    29 Nov 2018
  • Job reference: 32007

Leading chartered IFA currently looking to appoint a Senior Financial Planning Administrator to the busy team, to provide depth and experience to the existing financial planning department.

  • FP new business submission and chasing
  • Checking documentation for accuracy
  • Bringing a general FP knowledge to the department in terms of wider
  • Preparing documentation for meetings
  • Liaising with clients and product providers
  • Working with Paraplanners and Planners to ensure a robust process is followed
  • Deal with client specific queries about their financial planning arrangements
  • Arranging client meetings and diary management
  • Creating and maintaining client files and filing systems
  • Inputting and maintenance of client data on the back office system
  • Creating bespoke letters/general proficiency in written correspondence
  • Preparing valuations
  • Attending staff meetings and training to develop relevant knowledge and skills
  • Other general administration duties
  • Work as part of a team in order to meet the annual financial planning targets

The successful candidate will be:

  • A polite and courteous attitude at all times
  • Ability to work under pressure and react appropriately to changing work conditions
  • Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
  • Experience within financial services

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 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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