Responsibilities to include but will not be limited to:

• Experience of working within an IFA firm in an administrative role supporting financial advisers
• Maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
• Provide the business support necessary for client meetings, as required
• Process all business in accordance with required processes & proactive pipeline management
• Coordinate fund switches, processing withdrawal requests
• Maintain company back-office system ensuring that all tasks are carried out and completed in line with company policy and procedures
• Request policy information from third party policy providers
• Coordinate and produce client valuations as part of the advice delivery process
• Maintain client records in accordance with internal Compliance requirements
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations
• Communicate and liaise with other company departments

Skills and Qualifications:

• Have either worked within an IFA administration or Financial Adviser support role
• A proven strong ethic of client service
• Organisation and prioritisation skills being able to work independently and within a team
• An understanding and good working knowledge around pensions and investments
• Professional telephone manner along with excellent written communication skills; to have an eye for detail
• Proficiency in working with back-office systems and Microsoft Office

A competitive salary and benefits package, joining a friendly team.
Support with further development and industry qualifications.

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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.