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2 Jobs for IDEX Consulting LLP in Tyne and Wear


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Administrator (2)



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£10,000 - £20,000 (2)




Employee Benefits Administrator
My Client is currently looking for a Employee Benefits Administrator to join their team in Newcastle. The successful candidate will provide a complete administration service, delivering a high level of technical support which will assist the advisors in the procurement and processing of new business and the servicing of existing corporate clients. THE ROLE ? To produce all relevant paperwork for the client / member, on behalf of the Adviser, including, quotations, valuations, announcement packs and client reports. ? To process all new business documentation in accordance with the Legal & Regulatory and Operational processes and procedures, including the accurate loading of business onto back office systems. ? To deal with queries from clients, Advisers, colleagues and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. ? To proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines ? To maintain, monitor and oversee the smooth running of accounts, including :- - Identifying scheme renewals and ensuring provider info received prior to renewal date - Underwriting requests are followed through and client regularly updated - Scheme re-brokes are actioned following Advisers full completion of specification sheets and receipt of data - Fees chased in line with operational procedures - Commission payments following pension scheme renewal (salary increases & providers annual premium reconciliations) are identified and claimed within 1 month of renewal - Processing of new joiners to pension schemes ? To ensure that the information on the database is accurate and up to date and that client paper files are maintained according to company standards. ? To ensure commission queries are investigated and resolved within company service standards. ? To participate in developing ways to improve administration processes to increase consistency across the whole organisation, to improve client satisfaction, to increase productivity and reduce cost. THE SUCCESSFUL CANDIDATE The qualities we expect the successful candidate to demonstrate are outlined in the following person specification. Experience ? CFP or FPC ? Good IT skills covering Outlook, Word, Excel and back office systems (ie; Avelo) ? Excellent knowledge of operational process and procedures and company service standards ? Good knowledge and technical awareness of Employee benefit products (i.e. GPP, GSHR, CIMP/COMP, GDIS, GIP, GPMI Group Travel & Dental, GCIC) ? A proven commitment to delivering excellent working practices and client service For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Thu, 16 Oct 2014 14:11:28 GMT



Senior IFA Administrator
An exciting opportunity has arisen for an experienced Senior IFA Administrator to join a practice in Newcastle. THE ROLE Providing administrative and technical support to 2 advisers in an exclusive wealth management practice. KEY RESPONSIBILIES Providing administrative and technical support to an adviser Providing solutions for clients, to be presented to adviser Good knowledge of investments Production of compliant and detailed client suitability reports and presentations Help manage client relationship, including attendance at client meetings if requested, and taking/making calls in a polite and professional manner Operating and demonstrating systems to clients where required Liaising with advisers on a regular basis, to work on cases and provide updates Prioritising workload in order to meet all deadlines Able to work as part of a team Knowledge of Transact is essential Processing investments Record keeping ? attention to detail is most important Any other administration based duties that are considered appropriate to the role PERSON SPECIFICATION Excellent interpersonal skills Excellent communication skills Good IT skills IFA/Industry experience HNW exposure Full FPC/CF qualification (or equivalent) Company offers a very competitive salary plus discretionary bonus scheme. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:45:47 GMT