IFA Administrator

An award winning, financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their office in Wendover, Buckinghamshire.The role will be to provide high level support to experienced Financial Planners across the full advice range including investments and pensions. Some key responsibilities are:Processing the submission of new and top up business to relevant provider platforms, checking Adviser has provided full compliance requirementsUpdating the back-office system with the new business and uploading all relevant documentsWorking with a number of provider platforms - to add expectations for new monies inProcessing switchesPurchasing and selling of fundsPaying out ad hoc income requestsAnnual client review reportsSupporting Advisers in collating information/documents in preparation for meetingsAd hoc projectsThe company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times. If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation.Visit the IDEX Consulting Ltd website for further opportunities. Please note ..... full job details .....