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 formatReport preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and AdvisersDealing with clients both on the telephone and face to faceDealing with cases, creating reports to accurately articulate the advice providedResearching, creating compelling, accurate and professional reports for clients under supervision, learning to be competent at delivering to a high standardThe ideal person will be:A good team player, adaptable, organised and excellent eye for detailPrevious administration experience and ideally experience of report writing, experience of working in a professional officePrevious IFA or financial services experience (specifically wealth management)Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with ..... full job details .....