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IFA Administrator

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IDEX Consulting Ltd

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Location:
United Kingdom , Newcastle-under-Lyme

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Category:
-

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Contract Type:
Not provided

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Salary:

28000.00 - 30000.00 GBP / Year
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Job Description:

My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients.

Job Responsibility:

  • Processing new business
  • Preparing valuation reports
  • Preparing performance documentation for client review appointments
  • Preparing review checklist for client appointments
  • Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports
  • Run risk profiler results via FE Analytics
  • Ensuring that clients are advised of progress throughout this process
  • Assisting with research and producing FE Analytics fund switch reports
  • Ensure client authorisation received to complete switch in line with MIFID II requirements
  • Processing and monitoring switch directly with provider or electronically via platform
  • Preparing half yearly valuation reports for issue to client
  • Provide post review summary reports to clients
  • Completing withdrawal instructions on behalf of clients
  • Ensuring any instructions received are confirmed in writing by client and authentication process is followed

Requirements:

Previous experience in an IFA environment is essential.

Additional Information:

Job Posted:
May 03, 2026

Expiration:
July 23, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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