Senior IFA Administrator

My client is a HNW practice near Alderley Edge. They are looking for an experienced IFA Adminisatrator to join their team.The RoleTo deal with day-to-day administration involved in servicing clients and writing new businessIn this role you will work closely with a Financial Planner and Associate Financial Planner to service a defined client bankEnsure that all company processes are adhered toEnsure that all communications are recorded and indexedEnsure immaculate and up-to-date records on the back-office system (Curo)Manage and maintain a task list within Curo and OutlookNew business processing, completing forms and submitting to financial product providersProducing valuationsProduction of annual planning meeting preparation packsGeneral administration and processingKnowledgeand ExperiencePrevious experience suppiorting Financial AdvisorsAbility to demonstrate ownership and independence in previous rolesAbility to manage own workload and prioritise work effectivelyExperience of Curo and SharePoint desirableExperience of dealing with demanding clientsAdministration experienceExperience of dealing with various providers desirableFor more information please contact Graeme Hyland on or email 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 ..... full job details .....