IFA Administrator

IDEX Consulting Ltd; Preston; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Pension matching

Private Medical Insurance

Medical Cash Plan

Life Assurance

25 days holiday

Share Incentive Plan

Electric Car Scheme

Cycle to Work

Season Ticket Loan

Maternity/Paternity Leave

Wellness Days

Microsoft Office home use

Hybrid Working

Investment Discounts

Job summary

IDEX Consulting Ltd in Blackpool is seeking an experienced IFA Administrator to support Financial Planners, handle new business and respond to client queries. You will be the first contact for the financial planning team and providers to deliver a first-class service.

The role involves arranging client meetings, preparing application forms and letters of authority, and coordinating with paraplanning and central services to ensure timely case progression and accurate paperwork.

Qualifications

• Previous experience as an IFA Administrator.
• Knowledge of Financial Planning products.
• 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.

Responsibilities

• Process new business and update paperwork and systems in a timely manner.
• Handle client queries and escalate complex matters to the Planner.
• Arrange client meetings, valuations, packs, and manage diaries.
• Prepare client application forms per suitability recommendations.
• Prepare letters of authority for signing.
• Complete post-meeting actions and minutes.
• Support Planners by attending meetings and handling admin tasks.
• Assist with submission of cases to paraplanning.
• Coordinate paraplanning, valuations and processing across central services.
• Collaborate with colleagues to deliver good client outcomes.

Skills

IFA Admin experience

Interpersonal skills

Numerical skills

Financial products knowledge

MS Office

Excel

Outlook

XPlan

Cash-Flow system

Tools

MS Office

Outlook

Excel

Word

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, and 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 Required

• 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