IFA Administrator

IDEX Consulting; Leicester; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A financial services consultancy in Leicester is seeking an experienced IFA Administrator or Client Relationship Manager. The role combines client-facing responsibilities with financial expertise and offers a competitive salary of up to £35k with benefits. Responsibilities include managing a client portfolio, ensuring compliance, and participating in client meetings. The ideal candidate should have proven experience in financial services and excellent communication skills. This position supports hybrid working arrangements and provides opportunities for career development.

Benefits

Hybrid working flexibility

Competitive salary and benefits

Collaborative team environment

Qualifications

• Proven experience in IFA administration or client relationship management within financial services.
• Knowledge of SIPP & SSAS pensions, ISAs, VCTs, and GIAs is a plus.
• Strong awareness of compliance and regulatory requirements.
• Ability to build relationships while maintaining professional discretion.

Responsibilities

• Act as the primary contact for an assigned client portfolio.
• Build and maintain strong relationships with clients and advisers.
• Proactively manage client affairs and ensure timely resolution.
• Prepare for and participate in client meetings with quality documentation.

Skills

IFA administration experience

Client relationship management

Compliance awareness

Excellent communication skills

Organizational skills

Job description

Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise?

What's on Offer

• Competitive salary of upto £35k and benefits.
• Hybrid working flexibility and a supportive, collaborative team environment.
• Opportunity to work closely with advisers and specialist teams, managing a diverse client portfolio.
• Exposure to a wide range of financial products and services, with clear opportunities for career development.
• The chance to make a real impact by delivering exceptional client experiences in a structured and well-supported environment.

The Role

Reporting to the Team Leader, you will act as the first point of contact for clients and advisers, ensuring day-to-day communication runs smoothly and client needs are met efficiently. You will build strong relationships, provide essential context to specialist teams, and help deliver integrated wealth management solutions.

Key Responsibilities

• Serve as the primary day-to-day contact for an assigned client portfolio, acting as their advocate and ensuring their needs are met.
• Build and maintain strong relationships with clients, advisers, and internal stakeholders.
• Connect clients with relevant expertise and provide specialist teams with essential client insights.
• Proactively manage client affairs, monitor progress on requests, and ensure timely resolution.
• Prepare for and participate in client meetings, producing high-quality documentation and communications.
• Process standard administrative tasks, maintain client files, and ensure all records are up to date.
• Follow all AML, compliance, and regulatory procedures, including FCA and HMRC requirements.
• Plan, organise, and prioritise workload to meet agreed service standards.

Experience & Skills Required

• Proven experience in IFA administration or client relationship management within financial services.
• Some knowledge of SIPP & SSAS pensions, ISAs, VCTs, and GIAs.
• Strong awareness of compliance, regulatory requirements, and client protection protocols.
• Excellent communication, organisation, and time management skills.
• Ability to build relationships with clients and internal teams while maintaining professional discretion.
• Proactive, detail-oriented, and committed to delivering a high‑quality client experience.

If you are an experienced financial services professional passionate about client service and administration, this role offers the chance to develop your career while supporting advisers and clients in a structured and well-supported environment.

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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.