IFA Administrator

My client is currently looking for an experienced IFA Administrator to join their team in Kidderminster.

The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.

Key Duties:

1. Processing new business
2. Preparing valuation reports
3. Preparing performance documentation for client review appointments
4. Preparing review checklist for client appointments
5. Obtaining provider information to assist advisers with their recommendations and enable paraplanners to produce comprehensive reports
6. Run risk profiler results via FE Analytics
7. Ensuring that clients are advised of progress throughout this process
8. Assisting with research and producing FE Analytics fund switch reports
9. Ensure client authorisation received to complete switch in line with MIFID II requirements
10. Processing and monitoring switch directly with provider or electronically via platform
11. Preparing half yearly valuation reports for issue to client
12. Provide post review summary reports to clients
13. Completing withdrawal instructions on behalf of clients
14. Ensuring any instructions received are confirmed in writing by client and authentication process is followed

Minimum Requirements:
Previous experience in an IFA environment is essential.

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com.

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