Hybrid IFA Administrator: Client & Adviser Support

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

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.