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Senior IFA Administrator

Edinburgh, Midlothian
£27,000 to £30,000
Job Type
8 Sep 2022

A very exciting position has just arisen at this Wealth Management Firm with a base in Glasgow and EdinburghYou will be part of a team providing full administrative support to a team of Financial Advisers and support colleagues.Liaising with product providers, clients and other colleagues via written and verbal communication as directed by the Administration Manager.Responsibilities

  • Administration support to two Directors/Advisers
  • Diary management for your assigned Directors/Advisers
  • Ensuring that client documentation is prepared for Advisers' client meetings
  • Back office system, Intelliflo and other Provider platforms and online portals
  • Preparing client illustrations, application packs, letters of authority and welcome packs
  • Issuing agency mandates and chasing timeously for requested information
  • Responsible for ensuring that all regulatory paperwork (Anti Money Laundering, Know Your Client, Signed Agreements ) is gathered, in place and recorded prior to processing any new business
  • Assist with delivering the full end to end process of on boarding new clients and products, transactional actions and closures
  • Completion of client valuations including communication via email and telephone with third party product providers
  • Booking rooms for staff and client meetings as required
  • Answering telephones/video calls and communicating with clients or provider companies to assist with queries, setting up meetings for Advisers etc.
  • Assist other members of the team as and when required, including help with training of other members of the administration team

Knowledge and Experience

  • Experienced in financial services administration and with a willingness to constantly develop and challenge oneself
  • Understand and have technical knowledge of how wrap platforms work and be comfortable using new platforms and web sites
  • Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)

Visit 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.

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  • Job Reference: 707320897-2
  • Date Posted: 8 September 2022
  • Recruiter: IDEX Consulting Ltd
    IDEX Consulting Ltd
  • Location: Edinburgh, Midlothian
  • Salary: £27,000 to £30,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent