My client is a family friendly financial advice practice seeking a part-time administrator at their Droitwich Spa offices.

They are a values-based, independent company, offering unbiased financial support specific to the needs of clients for pensions, investments and protection

About the Role

• IFA Administrator to join our friendly team.
• Offering a competitive salary, this rewarding role will join a highly regarded caring team.

Key responsibilities:

• Responding to tasks within the administrator's in-box
• Completing tasks on Client Management to ensure that new business is processed
• Processing new business - Pensions and Investment.
• Issuing client Letters of Authority to providers and Collating information
• Organising Illustrations
• Putting full review packages together
• Valuing client portfolios
• Checking policy documents and issuing policy documentation
• General administration such as scanning documents, distribution of incoming post and answering the telephone in an appropriate manner and able to take clear messages
• Timely communication with the advisers and members to notify them of any issues and ensure all requests are tracked through to completion
• Process investment withdrawals for one off and regular payments on time for payments to clients

Key Skills

• Preferred experience from an IFA Practice but could be from a restricted advice firm or provider.
• Excellent customer service skills and able to liaise with clients in a professional manner.
• Be comfortable working as part of a small but busy team.
• To work with a high level of accuracy and attention to detail

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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.