IFA Administrator

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.The role:To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned Financial Planners to deliver excellent client outcomesTo build relationships with clients and maintain regular contactMaintain back-office systems and client records in line with the company policiesRequest policy information from third party policy providers if applicableLiaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicablePreparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentationsTo be successful in this role, you should have:Proven experience working in the financial services industryA strong ethic of client serviceAbility to work under pressure and to prioritise workExcellent communication skills both written and verbal, influencing and organisational skillsAbility to use judgement and reasoning to propose solutions to problemsAs a colleague here you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working modeOption to purchase additional holidayShared parental leaveFor more information please contact me on 07896 933622 or email ##### 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 future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission 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 driving conscious inclusion across our business and creating equitable pathways.
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