IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional IFA Administrator within their Harrogate base.
The role is to provide support as required to Financial Advisers to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures, with duties including: Ensuring all client and plan information is up to date via Intelligent Office (IO) Requesting plan information from the respective providers either by post, email or direct from the provider platform Updating contributions and withdrawals using the transaction history from each provider Validating all funds held within IO, ensuring that unit balances are recorded correctly Collate the costs and charges information for plans held by clients Client Valuation Report Producing comparisons between old and new centralised investment propositions Due to the nature of the role, the successful candidate will ideally have recent and relevant experience within an IFA or wealth management business. 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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The role is to provide support as required to Financial Advisers to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures, with duties including: Ensuring all client and plan information is up to date via Intelligent Office (IO) Requesting plan information from the respective providers either by post, email or direct from the provider platform Updating contributions and withdrawals using the transaction history from each provider Validating all funds held within IO, ensuring that unit balances are recorded correctly Collate the costs and charges information for plans held by clients Client Valuation Report Producing comparisons between old and new centralised investment propositions Due to the nature of the role, the successful candidate will ideally have recent and relevant experience within an IFA or wealth management business. 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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