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.
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