IFA Administrator: Client Support & Compliance

IDEX Consulting; Kingswood; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Company pension

DIS

Group income protection

Health cash plan

25 days holiday + Stats

Job summary

IDEX Consulting is seeking an experienced IFA Administrator to support advisers and manage client relationships in a fast-paced financial services environment. You will coordinate meetings, handle queries, and ensure accurate processing of client instructions and policy documents.

The role requires strong communication skills, excellent customer service, and solid MS Office knowledge to support the Adviser and maintain high service standards across the business.

Qualifications

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

Responsibilities

• Provide personal support to the Adviser and manage the Adviser's diary.
• Deal with bespoke Adviser queries and requests.
• Ensure timely execution of client instructions, cheques, contract notes and policy documents.
• Work with colleagues to ensure adherence to company procedures and standards.
• Act as a point of contact for the client in the Adviser's absence and handle client queries.

Skills

Client service

Excellent communication

IFA Administrator experience

Microsoft Office

Tools

Microsoft Office

Job description

IDEX Consulting is seeking an experienced IFA Administrator to support advisers and manage client relationships in a fast-paced financial services environment. You will coordinate meetings, handle queries, and ensure accurate processing of client instructions and policy documents.

The role requires strong communication skills, excellent customer service, and solid MS Office knowledge to support the Adviser and maintain high service standards across the business.