IFA Administrator

IDEX Consulting; Lancashire; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Pension 7.5%

Private Medical Insurance

Life Assurance 4x salary

25 days holiday

Hybrid working

Job summary

IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their Blackpool team. You will support Financial Planners, manage client communications, and handle administration from new business to meeting packs.

Key duties include preparing applications, supporting paraplanning, and coordinating with providers. Hybrid working after probation is available; strong attention to detail and relationship-building are essential.

Qualifications

• Strong communication and client service skills.
• Solid numerical and data handling abilities.
• Ability to manage diary and meetings efficiently.

Responsibilities

• Process new business accurately and update systems.
• Be the first point of contact for clients and advisors.
• Arrange meetings, meetings packs, and diary management.
• Prepare application forms and letters of authority.
• Support paraplanning and case submission workflows.
• Coordinate with central services to ensure smooth service delivery.

Skills

Interpersonal skills

Numerical skills

Attention to detail

Planning and prioritisation

Tools

MS Office/Outlook

Word

Excel

XPlan

Cash-Flow System

Job description

My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes. Be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients.

THE ROLE

• Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated.
• Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances
• Arrange client meetings, valuations, meeting packs and manage the Financial Planners diaries
• Prepare client application forms in line with suitability report recommendations
• Prepare letters of authority for signing
• Complete any required post meeting actions and minutes
• Provide additional support to the Financial Planners by attending client meetings, dealing with any administrative work for clients.
• Support the Financial Planners in submission of cases to the paraplanning team
• Support the Planner's workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc
• Work collaboratively with colleagues to deliver good client outcomes

EXPERIENCE

• Previous experience as an IFA Administrator
• Knowledge of Financial Planning products.
• Systems/Internal Processes -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

Extensive Benefits Package Includes:

• Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
• Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
• Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
• Life Assurance: 4x annual salary (from start date)
• 25 days holiday, increasing with tenure (+ bank holidays)
• Share Incentive Plan: Company matched shares (after 6 months)
• Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
• Enhanced Maternity & Paternity Leave
• Wellness Days, flu jabs, eye care vouchers
• Microsoft Office for home use
• Hybrid Working after probationary period
• Discounts on the company's own investment services

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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.