Client Administrator

IDEX Consulting Ltd; Gloucester; Hybrid; GBP 26,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Group Income Protection

Pension scheme

Health cash plan

Cycle to Work

Retail discounts

Job summary

IDEX Consulting Ltd in Gloucester is seeking an experienced IFA Administrator to support the full client journey, handling new business, client requests and ongoing transactions with advisers. You will work across a busy back-office environment in a hybrid setting.

Working closely with Financial Advisers, you’ll ensure accuracy and efficiency while handling paperwork and data entry for client records, payments and submissions. This role offers strong collaboration and career progression.

Qualifications

• Experience as IFA Administrator or financial planning support role.
• Familiarity with Intelligent Office (IO) or similar back-office systems.
• Basic understanding of financial planning products is advantageous.

Responsibilities

• Process new business applications and associated paperwork through to submission to providers.
• Complete client identity verification where required.
• Assist advisers with the management of client cash holdings and placing trades per adviser instructions.
• Maintain accurate and up-to-date client and plan records on the back-office system.
• Manage tasks assigned by advisers, managers and other team members.
• Assist with preparing quotations, applications, key features and other paperwork for adviser meetings.
• Respond promptly and professionally to queries from clients, providers and advisers.
• Process and chase policy claims through to completion.

Skills

IFA Administrator

Financial services support

Tools

Intelligent Office IO

Job description

Hybrid - 3 days in the office, 2 days from home

The Opportunity

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market, located in Gloucester.

Working closely with a team of Financial Advisers, you’ll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.

Key Responsibilities

• Process new business applications and associated paperwork through to submission to providers.
• Complete client identity verification where required.
• Assist advisers with the management of client cash holdings and placing trades in line with adviser instructions.
• Maintain accurate and up-to-date client and plan records on the back-office system.
• Manage tasks assigned by advisers, managers and other members of the support team.
• Assist with preparing quotations, applications, key features and other relevant paperwork for adviser meetings.
• Respond promptly and professionally to queries from clients, providers and advisers.
• Process and chase policy claims through to completion.

About You

• The ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role.
• Experience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous.
• A basic understanding of financial planning, providers and financial products would also be beneficial.

What’s on Offer?

• Hybrid working – 3 days in the office and 2 days from home.
• The opportunity to join a national financial planning business with an excellent reputation.
• A varied IFA Administration role supporting experienced Financial Advisers.
• A professional and collaborative working environment.
• Excellent opportunities for career development and progression.
• A comprehensive flexible benefits package, allowing you to tailor your benefits to your individual needs.
• Group Income Protection, with options to increase your level of cover and benefit period.
• Workplace pension with employer contributions.
• Critical Illness cover.
• Health Cash Plan covering areas including dental, optical and physiotherapy.
• Cycle to Work scheme.
• Access to a wide range of retail discounts and savings through the employee benefits platform.

IFA Administrator - Gloucester - £30,000 - Hybrid - 3 days in the office, 2 days from home