- Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable
- Liaise with Financial Planners and Paraplanners, as and when required
- Making sure all clients are contacted in accordance with the agreed level of services offered
- Making sure clients receive relevant documentation in a timely way
- Ensure that accurate client records are updated on IO/platforms and maintained effectively
- Use excellent organisational skills to ensure review diaries are completed within timescales required, client events are planned and managed through
- Promote 'trust in excellence' by way of first class client service and build/maintain client relationships. Client retention is key to ensuring the ongoing success of the firm
- Keeping up to date with relevant regulatory, product, legislative and technical requirements
- Making sure all client contact is carried out in a professional and courteous way
- Making sure all client files are compliant on an ongoing basis
- Making sure all client records are retained in line with the firm's data security and record keeping policies
- Maintain a good understanding and overall technical knowledge of platforms used
- Ensure accuracy used to avoid mistakes when completing files on platforms, rebalancing and dealing with client queries
- Having a positive culture attitude at all times
- Attention to detail
- The ability to take on and understand the environment we operate it and the issues this raises
- General IT skills, including ability to ensure ongoing knowledge of platform enhancements
- Proven ability to work well both as an individual and within a team
- Excellent organisational skills
- Ability to build and maintain relationships with both existing and new clients
- Excellent communication skills with clients, providers and external networking opportunities
- Ability to compile reports
- Good understanding and knowledge/awareness of other relevant legislation such as
- The FCA's money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) guidance and other relevant financial crime legislation, including the Bribery Act
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IFA Administrator - Manchester, United Kingdom - Idex
Description
My client is currently looking for an experienced IFA Administrator in Manchester city centre.
Role and responsibilities
Preferred skills
For more information please contact Graeme Hyland on or email
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Our Diversity, Equity and Inclusion Mission
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.
