Hybrid IFA Administrator — Financial Planning Support

IDEX Consulting Ltd; Preston; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Pension matching

Private Medical Insurance

Medical Cash Plan

Life Assurance

25 days holiday

Share Incentive Plan

Electric Car Scheme

Cycle to Work

Season Ticket Loan

Maternity/Paternity Leave

Wellness Days

Microsoft Office home use

Hybrid Working

Investment Discounts

Job summary

IDEX Consulting Ltd in Blackpool is seeking an experienced IFA Administrator to support Financial Planners, handle new business and respond to client queries. You will be the first contact for the financial planning team and providers to deliver a first-class service.

The role involves arranging client meetings, preparing application forms and letters of authority, and coordinating with paraplanning and central services to ensure timely case progression and accurate paperwork.

Qualifications

• Previous experience as an IFA Administrator.
• Knowledge of Financial Planning products.
• MS Office/Outlook – proficient in Word and Excel.
• Experience of XPlan (Desired).
• Experience of Cash-Flow system (Desired).
• Excellent interpersonal and communication skills.
• Good knowledge of financial planning products.
• Strong numerical skills.
• Excellent accuracy and attention to detail.
• Excellent planning and prioritisation skills.

Responsibilities

• Process new business and update paperwork and systems in a timely manner.
• Handle client queries and escalate complex matters to the Planner.
• Arrange client meetings, valuations, packs, and manage diaries.
• Prepare client application forms per suitability recommendations.
• Prepare letters of authority for signing.
• Complete post-meeting actions and minutes.
• Support Planners by attending meetings and handling admin tasks.
• Assist with submission of cases to paraplanning.
• Coordinate paraplanning, valuations and processing across central services.
• Collaborate with colleagues to deliver good client outcomes.

Skills

IFA Admin experience

Interpersonal skills

Numerical skills

Financial products knowledge

MS Office

Excel

Outlook

XPlan

Cash-Flow system

Tools

MS Office

Outlook

Excel

Word

XPlan

Cash-Flow system

Job description

IDEX Consulting Ltd in Blackpool is seeking an experienced IFA Administrator to support Financial Planners, handle new business and respond to client queries. You will be the first contact for the financial planning team and providers to deliver a first-class service.

The role involves arranging client meetings, preparing application forms and letters of authority, and coordinating with paraplanning and central services to ensure timely case progression and accurate paperwork.