IFA Admin

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.

• You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management clients. You will work as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format
• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and Advisers
• Dealing with clients both on the telephone and face to face
• Dealing with cases, creating reports to accurately articulate the advice provided
• Researching, creating compelling, accurate and professional reports for clients under supervision, learning to be competent at delivering to a high standard

The ideal person will be:

• A good team player, adaptable, organised and excellent eye for detail
• Previous administration experience and ideally experience of report writing, experience of working in a professional office
• Previous IFA or financial services experience (specifically wealth management)

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