IFA Administrator: Client Care & Compliance Support

IDEX Consulting; Macclesfield; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Company pension

Health cash plan

Group income protection

25 days holiday

Job summary

IDEX Consulting is seeking an experienced IFA Administrator to join their Macclesfield team. The role focuses on providing strong client service, supporting Advisers, and ensuring timely processing of client instructions and policy documents.

You'll manage diaries, handle queries, book meetings, and coordinate with product providers. Desirable experience includes XPLAN and Microsoft Office proficiency, with a commitment to compliance and high service standards.

Qualifications

• Previous experience in an IFA Administrator role.
• Strong client service skills.
• Excellent communication skills.
• Strong Microsoft Office skills.
• XPLAN experience (desirable).

Responsibilities

• Provide personal support to the Adviser.
• Monitor and manage the Adviser's diary.
• Handle Adviser queries and requests.
• Ensure timely execution of client instructions and documents.
• Work with colleagues to ensure procedures and standards are followed.
• Act as a point of contact for clients in Adviser absence.
• Book client meetings, including annual reviews.
• Meet and greet clients.
• Process change of agency & LOAs as per Adviser instructions.
• Pass policy information to Adviser/Paraplanner.
• Submit forms to product providers and track status.
• Keep Adviser and client informed through to completion.
• Assist with case prep for PIF submission to PP queue.
• Carry out pre-submission AML/compliance checks.
• Process sales paperwork from submission to completion and ongoing admin.
• Process fund switches online or by post.
• Open post daily and pass to staff.
• Prepare meeting packs and mail merge tasks.
• Maintain up-to-date knowledge of policies and procedures.

Skills

Client service

Communication

Microsoft Office

Tools

XPLAN

Job description

IDEX Consulting is seeking an experienced IFA Administrator to join their Macclesfield team. The role focuses on providing strong client service, supporting Advisers, and ensuring timely processing of client instructions and policy documents.

You'll manage diaries, handle queries, book meetings, and coordinate with product providers. Desirable experience includes XPLAN and Microsoft Office proficiency, with a commitment to compliance and high service standards.