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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


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