Ifa Administrator

Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser.

Role & Responsibilities:

• Supporting and assisting a team of financial advisers
• Responding and forwarding on queries sent into our centralised enquiry mailbox
• Booking internal meetings and managing the central diary
• Processing new business applications, being proactive in the development of applications to ensure there are no delays, chasing various providers for regular updates on cases
• Letters of authority and gathering information
• Ensuring back-office system (Intelliflo) is always kept up to date
• Liaising with client GP's, ensuring the prompt completion of reports for protection cases.
• Liaising with the paraplanning team to submit compliance and complete Intelliflo service cases on behalf of the advisers
• Managing the firms platform assets:
  Checking for transfers in; claiming advice fees;
  Investing client monies.
• Play a part in the ongoing servicing arrangements between advisers and clients:
  This involves processing top-ups, pension withdrawals, preparing annual review documentation etc.