IFA Administrator

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

Job summary

IDEX Consulting is seeking an experienced IFA Administrator to join their team in Manchester. The role involves providing comprehensive administrative support to Financial Planners, ensuring client satisfaction, and maintaining accurate client records. Successful candidates will have a background in financial services and a strong commitment to client service, along with excellent communication and organisational skills. Benefits include a competitive salary, private medical insurance, and hybrid working options.

Benefits

Private medical insurance

Life assurance

Pension contribution

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in the financial services industry.
• Strong ethic of client service.
• Ability to work under pressure and prioritise work.

Responsibilities

• Provide full administrative support to financial planners.
• Maintain client records and liaise with operational teams.
• Prepare meeting packs and assist investment managers.

Skills

Client service

Communication

Prioritisation

Judgment

Job description

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

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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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.