Client Onboarding & Records Specialist

IDEX Consulting Ltd.; England; On-site; GBP 27,000 - 36,000; Full time

Job summary

IDEX Consulting Ltd. in the United Kingdom is seeking a Client Administrator to support Financial Planners and the paraplanning team, owning key stages of new business processing, maintaining meticulous client records and ensuring everything is processed accurately, promptly and compliantly to drive better client outcomes.

You will manage end-to-end new business applications, maintain client profiles in CURO, assist with meetings and client enquiries, and identify process improvements while

Qualifications

• Background: proven experience working in financial services, a national advice business, or a similarly regulated environment.
• Role experience: previous success working as a Client Administrator or in a comparable, client-focused financial administration position.
• Technical skills: strong proficiency in Microsoft Office. Previous experience using the CURO back-office system or provider platforms is highly beneficial, though comprehensive system training will be provided.

Responsibilities

• New business & provider administration: manage the end-to-end new business application process within established service levels. Process Letters/Transfers of Authority and collaborate directly with providers and third parties to resolve queries efficiently
• Client records & operational accuracy: update and maintain complete client profiles within our primary back-office system (CURO), proactively actioning system tasks, resolving exceptions and managing data control reports
• Planner & client support: assist Financial Planners by actively chasing pipeline business, prepping materials for upcoming client meetings and handling phone enquiries from clients and external partners professionally
• Compliance & continuous improvement: identify operational improvements to simplify existing processes, uphold rigorous regulatory standards and escalating any client complaints or material issues promptly

Skills

Communication skills

Time management

Confidential information handling

Collaborative mindset

Tools

CURO back-office system

Microsoft Office

Provider platforms

Job description

IDEX Consulting Ltd. in the United Kingdom is seeking a Client Administrator to support Financial Planners and the paraplanning team, owning key stages of new business processing, maintaining meticulous client records and ensuring everything is processed accurately, promptly and compliantly to drive better client outcomes.

You will manage end-to-end new business applications, maintain client profiles in CURO, assist with meetings and client enquiries, and identify process improvements while