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Location

Wirral, Merseyside | United Kingdom

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Job description

My client is currently looking for a Senior IFA Administrator to join their business on the Wirral.

Specific responsibilities

• Act as first point of contact to client queries, supporting both new and existing clients
• Take ownership for all assigned tasks, monitor progress, and ensure all planned work is on schedule
• Keep an accurate records of Adviser charges and ensure they match client agreements
• Keep an up to record of new client leads
• Process of new business / servicing changes on Provider platforms and update CRM system
• Monitor all new business and servicing requests to ensure all information and documents are received in a timely manner, including the updating of clients records
• Produce and package full client meeting packs for 'sign up' meetings and ensure new client packs are available for each designated/allocated Adviser
• Produce and package client annual review packs for advisors - appointment and electronic
• Oversee other Administrators

Candidate should come from a similar background and have experience from within an IFA firm.

For more information please contact Graeme Hyland on 07896 933622 or email [email protected]

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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.

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Job tags

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Salary