IFA Administrator

IDEX Consulting; Knutsford; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm is seeking an experienced IFA Administrator in Knutsford. You will provide critical administrative support, ensuring client satisfaction through direct contact and maintaining compliance with regulatory standards. This role requires strong communication skills and the ability to work under pressure while fostering relationships with clients.

Benefits

Private medical insurance

Life assurance

Pension contribution

Competitive salary

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in the financial services industry.
• Strong client service ethic.
• Ability to manage multiple priorities.

Responsibilities

• Provide administrative support to Financial Planners.
• Maintain back-office systems and client records.
• Prepare meeting packs and assist in business pitches.

Skills

Client service ethic

Ability to work under pressure

Excellent communication skills

Judgement and reasoning

Job description

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.

The Role:

• To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Maintain back-office systems and client records in line with the company policies
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
• Preparation of meeting packs and valuations (as required)
• Assist investment managers in the preparation of new business pitches and presentations

To be successful in this role, you should have:

• Proven experience working in the financial services industry
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems

As a colleague here you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working mode
• Option to purchase additional holiday
• Shared parental leave

For more information please contact me on 07896 933622 or email [e-mail]

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