IFA Administrator

IDEX Consulting; Wilmslow; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Health Cash Plan

Pension

Dental cover

Cycle to Work

Retail discounts

Job summary

IDEX Consulting is seeking an experienced IFA Administrator to join our national financial planning business. You will provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.

You’ll work closely with Financial Advisers in a hybrid setting (3 days in office, 2 from home), supporting advisers and managing back-office tasks.

Qualifications

• Experience as an IFA Administrator or Financial Services Administrator or similar role.
• Strong organisational skills and attention to detail.
• Confident communication with clients, Advisers and providers.
• Ability to manage multiple priorities and meet deadlines.
• Customer-focused and professional demeanor.
• Team player with collaborative approach.
• Willingness to learn new systems and technologies.

Responsibilities

• Process new business applications and paperwork to submission to providers.
• Complete client identity verification where required.
• Chase applications, transactions and client requests to completion.
• Assist Advisers with client cash management and placing trades per instructions.
• Maintain and update client and plan records in the back-office system.
• Upload documentation and correspondence to correct client records.
• Prepare quotations, applications, features and paperwork for Adviser meetings.
• Handle calls and correspondence, ensuring timely responses.

Skills

Highly organised

Confident communication

Multi-priority management

Customer-focused

Team player

Tech-literate

Tools

Intelligent Office IO

Job description

The Opportunity:

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market. Working closely with a team of Financial Advisers, you'll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.

Key Responsibilities:

• Process new business applications and associated paperwork through to submission to providers
• Complete client identity verification where required
• Chase applications, transactions and client requests through to completion
• Assist Advisers with the management of client cash holdings and placing trades in line with Adviser instructions
• Maintain accurate and up-to-date client and plan records on the back-office system
• Ensure all relevant documentation and correspondence is uploaded to the correct client records
• Create, manage and complete administrative tasks in line with company procedures
• Manage tasks assigned by Advisers, Managers and other members of the support team
• Assist with preparing quotations, applications, key features and other relevant paperwork for Adviser meetings
• Handle incoming telephone calls and correspondence, ensuring these are dealt with efficiently
• Ensure clients receive the correct documentation in a timely manner
• Respond promptly and professionally to queries from clients, providers and Advisers
• Process and chase policy claims through to completion
• Support the wider team with additional administrative duties as required

About You:

The ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role.

You’ll be:

• Highly organised with excellent attention to detail
• Confident communicating with clients, Advisers and providers
• Able to manage multiple priorities and work to deadlines
• Customer-focused with a professional and approachable manner
• A strong team player who enjoys working collaboratively
• Comfortable using technology and learning new systems
• Keen to develop your knowledge and career within financial planning

Experience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous. A basic understanding of financial planning, providers and financial products would also be beneficial.

What's on Offer?

• Hybrid working - 3 days in the office and 2 days from home
• The opportunity to join a national financial planning business with an excellent reputation
• A varied IFA administration role supporting experienced Financial Advisers
• A professional and collaborative working environment
• Excellent opportunities for career development and progression
• A comprehensive flexible benefits package, allowing you to tailor your benefits to your individual needs
• Death in Service
• Group Income Protection, with options to increase your level of cover and benefit period
• Workplace pension with employer contributions
• Dental cover
• Critical Illness cover
• Health Cash Plan covering areas including dental, optical and physiotherapy
• Cycle to Work scheme
• Access to a wide range of retail discounts and savings through the employee benefits platform

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.