Ifa Administrator - Nottingham, United Kingdom - Idex

Idex

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This is a hybrid working opportunity which will see you part office/part home based.

Key responsibilities

To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcome
To build relationships with clients and maintain regular contact
Maintain backoffice systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Liaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicable
Preparation of meeting packs and valuations (as required)
Assist Investment Managers in the preparation of new business pitches and presentations (IM admin only)
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only)
Process all business in accordance with required processes and proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
To encourage client, use of portal and other digital tools, provide guidance where required
To collaborate and share best practices with colleagues

Key skills and experience

Proven experience working in the financial services industry
A strong ethic of client service
Ability to work under pressure and to prioritise work
Excellent communication skills both written and verbal, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems

Visit the IDEX Consulting Ltd website for further opportunities.

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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.