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    IFA Administrator - Chorley, Lancashire, United Kingdom - IDEX Consulting Ltd

    IDEX Consulting Ltd
    IDEX Consulting Ltd Chorley, Lancashire, United Kingdom

    3 weeks ago

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    Description

    My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.

    Key Tasks:

    • Daily contact for advisors, updating and liaising to conclude work related tasks
    • Prepare client packs, brochures, applications and anything required for a client meeting
    • Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
    • Maintain client files in line with company guidelines and standards
    • Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition
    • Letter of Authority – ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion
    • Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
    • Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.

    Main benefits:

    • Competitive salary
    • 28 days holidays (plus Bank holidays)
    • Hybrid working
    • Supported learning and development
    • 1 hour early finish Fridays along with Friday dress down
    • Work Place Pension
    • Exam and study leave
    • Staff spot bonus (monthly nominations)
    • Employee Assistance Programme

    For more information please contact Graeme Hyland on


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