Ifa Administrator - Manchester, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Manchester, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
My client is currently looking for an IFA Administrator to join them in Manchester.


The Role:


  • To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
  • To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
  • 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

To be successful in this role, you should have:

  • 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

As a colleague here you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

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