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IFA Support Administrator

IDEX Consulting Ltd
Job LocationBolton
EducationNot Mentioned
Salary£24,000 - £25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A new opportunity has arisen for an experienced IFA Support Administrator to join an independent financial planning firm in Bolton on a full-time, permanent basis. The successful candidate will support the Advisers in the provision of financial planning advice to clients both private and corporate.General Duties:

  • Data input of fact find information and documentation onto the back-office system (IRESS)
  • Diarising events throughout the business cycle
  • Producing new business packs and preparation for client meetings
  • Producing client portfolio review information and presenting this with meeting packs
  • Ensuring that the back-office system records are fully updated to enable accurate management information and reporting
  • Liaising with providers and clients as required
  • Maintaining training objectives as agreed
  • Maintaining professional and ethical standards in accordance with regulatory principles for business
    • The Candidate:Essential:
  • Practical experience and knowledge of an IFA environment
  • Experience of an office admin support role
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive and energy
  • Motivated by working in a fast-paced environment
  • Organised and able to prioritise
    • Beneficial:
  • A good working knowledge of IRESS Adviser Office or similar
  • Previous experience of platforms
  • Relevant CII qualification or studying towards
    • For more information please contact Graeme Hyland on or emailVisit 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. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Required skills
  • IFA Support
  • IFA Admin
  • IFA Administrator
  • IFA Administration
  • Client support

    • Keyskills :
    IFA Suppt IFA Admin IFA Administrat IFA Administration Client suppt

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