IFA Administrator

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

Job summary

A leading Financial Advisory group in St Helens is seeking an IFA Administrator to provide dedicated assistance to Advisers. The role includes managing diaries, liaising with clients and stakeholders, and ensuring compliance with company procedures. This position offers a hybrid work pattern along with benefits like private medical insurance, a discretionary bonus, and opportunities for progression. The supportive culture encourages collaboration and personal development.

Benefits

Death in Service (4 x annual salary)

Private Medical Insurance

Group Income Protection

Employee Assistance Programme

Medicash (healthcare cash back plan)

Pension 5% employer contribution

Discretionary 10% annual bonus

25 days + 8 bank holidays

Responsibilities

• Provide proactive assistance to Advisers.
• Manage Adviser's diaries and arrange client meetings.
• Ensure smooth processing of client advice.
• Liaise with stakeholders to chase requirements.
• Prepare meeting packs for client appointments.
• Process new business efficiently.
• Manage invoicing and remuneration records.
• Comply with company compliance procedures.
• Prioritize incoming posts and client activity.

Skills

Proactive support to Advisers

Diary management

Client communication

Stakeholder liaison

Preparation of meeting documents

New business processing

Invoicing

Compliance adherence

Activity prioritization

Job description

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in St Helens due to an internal progression of an existing team member. The client administration team is responsible for the day-to-day support and servicing of our clients.

Responsibilities

• Providing proactive and dedicated assistance to Advisers
• Managing Adviser's diaries and arranging client meetings
• Contacting clients by telephone / email / Portal to ensure that the processing of their advice in not held up
• Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements
• Preparing meeting packs and papers and ensuring they are ready for client appointments
• Processing new business
• Keying Illustrations, projections and Valuations
• Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
• To comply at all times with the Compliance and Training and Competence Procedures of the Company
• Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales
• Prioritise and action all activity entries allocated for your clients taking into consideration all the work being un-dertaken for the clients allocated to you

Benefits

• Death in Service (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% employer contribution, 3% employee contribution
• Discretionary 10% annual bonus based on company performance
• 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year
• The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro‑active and energetic approach to their work

The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.

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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.