IFA Administrator

Updated: May 05, 2024 01:03 PM GMT

IDEX Consulting Ltd

Worthing

An award winning financial planning organisation with offices in Worthing are looking to add an experienced Financial Planning Administrator to their successful support team.

The role will be to provide high level support to the financial planners of the business across the full advice range including investments and pensions. Some key responsibilities are:
• Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements.
• Updating the back-office system with the new business and uploading all relevant documents.
• Working with a number of provider platforms - to add expectations for new monies in.
• Paying out ad hoc income requests.
• Annual Client Review Reports.
• Supporting Advisers in collating information/documents in preparation for meetings.
• Ad hoc Projects.

The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged... More Detail