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 in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
• Prioritise and action all activity entries allocated for your clients taking into consideration all the work being un-dertaken for the clients allocated to you.

Benefits

• Death in Service (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% employer contribution, 3% employee contribution
• Discretionary 10% annual bonus based on company performance
• 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
• The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work.

The role will have a hybrid working pattern (3 days office/2 days home) with study support available , should this be your ambition

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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.