IFA Administrator

IDEX Consulting; Wirral; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

IDEX Consulting is seeking an IFA Administrator to enhance their Advice Operations function on the Wirral. The role focuses on various administrative duties that ensure seamless communication and effective client engagement. Successful candidates will thrive in a dynamic team setting, handling client requests and documentation efficiently while contributing to a hybrid work culture with competitive benefits.

Benefits

Comprehensive benefits package

Hybrid working environment

Qualifications

• Familiarity with general administrative tasks.
• Experience in a team environment.
• Proficiency in using Microsoft Office and CRM systems.

Responsibilities

• Process Letters of Authority and maintain client documentation.
• Communicate with clients and third parties to resolve issues.
• Ensure accurate data entry and compliance in all tasks.

Skills

Professional communication skills

Client-focused mindset

Accuracy in recording information

Ability to manage multiple tasks

Tools

Microsoft Office

CRM systems

Job description

My client is currently looking for an IFA Administrator to join their team on the Wirral.

The Administration Assistant will work collaboratively within the Advice Operations function to deliver effective outcomes for both internal and external stakeholders and clients. This role is essential for maintaining efficient office operations and ensuring seamless communication within the organization.

Responsibilities:

1. Process Letters of Authority and Transfer of Agencies promptly and effectively.
2. Communicate with clients, third parties, and internal teams to resolve issues or provide updates on LOA status.
3. Engage with providers and other third parties to ensure client activity is processed timely and effectively.
4. Ensure correct documentation is provided to clients and providers, and that internal systems record all actions taken.
5. Answer telephone calls, ensuring effective and compliant communication with clients, Financial Planners, or third parties.
6. Issue documentation following company procedures.
7. Escalate client complaints or breaches immediately to management or compliance.
8. Complete system-generated tasks on time, ensuring issues are escalated as needed.
9. Maintain comprehensive client information in the back-office system.
10. Act on data control reports to address exceptions and prevent client or data issues.

Experience:

• Familiarity with general administrative tasks such as handling mail, scanning documents, and data entry.
• Ability to manage multiple tasks, prioritize workload, and meet deadlines efficiently.
• Professional communication skills, especially via email, for clear and effective correspondence.
• Accuracy in recording information, producing reports, and managing supplies.
• Proficiency with office software like Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Experience working in a team environment.
• Demonstrate client-focused mindset and ability to multitask and prioritize workloads.

The company offers hybrid working and a comprehensive benefits package.

For more information, contact Graeme Hyland at 07896 933622 or email [e-mail].

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