IFA Administrator

IDEX Consulting; Nottingham; On-site; GBP 26,000 - 34,000; Full time

Job summary

IDEX Consulting Ltd in Nottingham is seeking an experienced client services professional to manage a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.

You will collaborate with Financial Planners, technical teams and advisers to implement recommendations efficiently, maintain CRM records, and uphold regulatory compliance while delivering proactive, high-quality client care.

Qualifications

• Passion for client service and ownership of the client experience.
• Highly organised, detail-oriented, and deadline-driven.
• Strong written and verbal communication with clients.
• Ability to manage multiple priorities independently.
• Professional when dealing with high-net-worth clients and advisers.

Responsibilities

• Manage a portfolio of clients and be the first point of contact for service enquiries.
• Build and maintain trusted client relationships through telephone, email and face-to-face contact.
• Take ownership of client queries and resolve promptly and professionally.
• Organise client and Planner meetings and coordinate documentation.
• Gather and maintain accurate client information and ensure CRM records are kept 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 timescales.
• Maintain accurate client files in line with compliance requirements.
• Keep up to date with relevant legislation and follow all regulatory and compliance procedures.

Skills

Client service

Communication skills

Organisation

Time management

Initiative

Tools

CRM software

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 timescalesMaintain 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

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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.