IFA Admin

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal progression of an existing team member. The client administration team is responsible for the day-to-day support and servicing of our clients. The role will see you working closely with the Administration Manager/Team Leader and established team of Administrators to provide an integral function to the wider team. Client Administration Support and Servicing will include: Providing proactive and dedicated assistance to Advisers Managing Adviser's diaries and arranging client meetings Contacting clients by telephone / email / Portal to ensure that the processing of their advice in not held up Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements Preparing meeting packs and papers and ensuring they are ready for client appointments Processing new business. Keying Illustrations, projections and Valuations. Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Action post...