Ifa Administrator - Nottingham, United Kingdom - Idex
Description
My client is successful and highly respected national wealth management practice in Nottingham. They are currently looking for an experienced IFA Administrator to join their team.Role responsibilities**:
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
- Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards
- Process all business in accordance with required process
- Assess clients file documentation in accordance with compliance requirements
- Identify and correct remedial actions as required
- Be aware and act upon any compliance issues; complete documentation required
- Accurately record all client facing time
- Coordinate billing of fees with Wealth Adviser for invoicing
- Coordinate and produce client valuations
- Develop and maintain effective relationships with clients, colleagues and 3rd party's
- Be aware and act upon any compliance and quality issues
- Any other tasks as and when required requested by your Line Manager
Skills:
- Previous experience in an IFA environment is essential
- Tenacious and accuracy
- IT skills
Visit the IDEX Consulting Ltd website for further opportunities.
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