IFA Administrator

IDEX Consulting Ltd; East Midlands; On-site; GBP 26,000 - 34,000; Full time

Job summary

IDEX Consulting Ltd in Nottingham seeks an experienced client services professional to own a portfolio of clients, delivering a first-class service and acting as the main point of contact.

You will collaborate with Financial Planners and technical teams, coordinate meetings, and ensure compliant delivery of planning recommendations for high net worth clients.

Qualifications

• Excellent client service mindset and ownership of client outcomes.
• Highly organised, methodical, and detail-oriented with strong time management.
• Confident written and verbal communication with clients and advisers.
• Ability to manage multiple priorities and meet deadlines.
• Proactive, solution-focused and able to take initiative.
• Owns client cases and drives actions through to completion.
• Professional when dealing with high-net-worth clients and professional advisers.
• Compliant in all activities with a strong understanding of regulatory requirements.

Responsibilities

• Manage a portfolio of clients and act as the first point of contact for service enquiries.
• Build and maintain strong client relationships via telephone, email and face-to-face meetings.
• Take ownership of client queries and resolve them promptly.
• Organise client and Planner meetings and coordinate documentation.
• Maintain accurate client information and up-to-date CRM records.
• Prepare financial planning, cashflow and portfolio review documentation.
• Coordinate implementation of planning recommendations and post-meeting actions.
• Collaborate with Financial Planners and technical teams to deliver comprehensive client service.
• Identify outstanding information to progress client cases and chase as needed.
• Ensure post-meeting notes and correspondence meet high standards and timelines.
• Maintain compliance with regulatory procedures.

Skills

Client service

Portfolio management

CRM

Regulatory compliance

Communication

Tools

CRM software

Microsoft Office

Job description

The Opportunity

Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they receive a first-class service throughout their relationship with the business. You will work closely with Financial Planners, technical teams and, where appropriate, clients' Legal and Tax Advisers to ensure advice and planning recommendations are implemented efficiently.

Key Responsibilities

• Manage a portfolio of clients and act as the first point of contact for service enquiries
• Build and maintain strong, trusted client relationships through telephone, email and face-to-face contact
• Take ownership of client queries, ensuring they are resolved promptly and professionally
• Organise client and Planner meetings and coordinate the required documentation
• Gather and maintain accurate client information and ensure CRM records are kept fully up to date
• Prepare and coordinate financial planning, cashflow and portfolio review documentation
• Implement planning recommendations and post-meeting actions
• Liaise with Financial Planners and technical teams to ensure a comprehensive client service
• Identify and chase outstanding information required to progress client cases
• Ensure post-meeting notes and client correspondence are completed to a high standard and within agreed timescales
• Maintain accurate client files in line with compliance requirements
• Keep up to date with relevant legislation and follow all regulatory and compliance procedures

About You

Our client is looking for someone who is genuinely passionate about client service and takes ownership of delivering a positive client experience.

You will ideally be:

• Highly organised, methodical and detail-oriented
• Confident communicating with clients both verbally and in writing
• Comfortable managing multiple priorities and working to deadlines
• Proactive, solutions-focused and able to use your own initiative
• Able to take ownership of client cases and see actions through to completion
• Professional and confident when dealing with HNW clients and other professional Advisers
• Accurate and efficient, with a strong understanding of the importance of compliance
• Comfortable working independently while also supporting colleagues when required

Why Apply?

This is an excellent opportunity to join a growing financial planning business where client experience is genuinely at the heart of the role. You will have the opportunity to develop your technical knowledge, take ownership of a client portfolio and work alongside experienced Financial Planners and technical specialists.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.