IFA Administrator

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

Benefits offered by this job

Hybrid working

Supportive team

Career progression

Job summary

IDEX Consulting Ltd in Worcester is partnering with a well-established, award-winning independent financial planning firm to recruit an IFA Administrator / Paraplanner. You’ll support Financial Advisers through the client journey, manage workflows in Intelliflo IO, and handle reviews and new business administration.

The role offers hybrid working, a supportive team, and clear progression into paraplanning with exposure to pensions, investments and portfolio analysis.

Qualifications

• Previous IFA / financial planning experience.
• Strong administration and organisational skills.
• Good knowledge of pensions and investments.
• Proactive, personable and keen to develop.
• This could suit an IFA Administrator looking to move further into paraplanning, or an existing Paraplanner looking for a broader adviser support role.

Responsibilities

• Supporting Financial Advisers across the client journey
• Managing workflows and cases through Intelliflo / Intelligent Office
• Client review and new business administration
• Provider and platform liaison
• Pension and investment administration
• Financial planning research
• Suitability reports and review documentation
• Cashflow modelling and portfolio analysis
• Client contact and progressing outstanding actions

Skills

Administration

Organisational skills

Pensions knowledge

Investments knowledge

Tools

Intelliflo IO

Job description

I’m working with a well-established, award-winning independent financial planning firm in Worcester that is looking to add to its growing team.

This is a great opportunity for an experienced IFA Administrator / Paraplanner who wants a varied role, supportive team and genuine long-term progression.

The business has built a strong reputation for providing high-quality, personal financial advice and has a really friendly, close-knit culture. You’ll work alongside experienced Advisers and a knowledgeable support team, with exposure across the full financial planning process.

The role will include:

• Supporting Financial Advisers across the client journey
• Managing workflows and cases through Intelliflo / Intelligent Office
• Client review and new business administration
• Provider and platform liaison
• Pension and investment administration
• Financial planning research
• Suitability reports and review documentation
• Cashflow modelling and portfolio analysis
• Client contact and progressing outstanding actions

They’re looking for:

• Previous IFA / financial planning experience
• Strong administration and organisational skills
• Good knowledge of pensions and investments
• Someone proactive, personable and keen to develop

This could suit an IFA Administrator looking to move further into paraplanning, or an existing Paraplanner looking for a broader adviser support role.

What’s on offer?

• Hybrid working
• Supportive and collaborative team
• Genuine career progression
• Varied role with plenty of responsibility
• Established and growing independent business
• Salary: Competitive, depending on experience

If you’re looking to join a firm that genuinely cares about its people, invests in their development and gives you the opportunity to build a long-term career, I’d love to hear from you.