IFA Administrator - Flexible Fridays & Growth Path

IDEX Consulting; Chorley; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

28 days holidays (plus Bank holidays)

Work Place Pension

Exam and study leave

Staff spot bonus (monthly nominations)

Employee Assistance Programme

Job summary

IDEX Consulting in Chorley is seeking an experienced IFA Administrator to join our growing financial planning firm. The role involves daily liaison with advisers, preparing client packs, and processing new business cases within compliance guidelines.

You will maintain client files, manage service lists, and assist with paraplanning preparation while handling enquiries and supporting the advisory team. A structured, detail-oriented administrator is required.

Qualifications

• Daily contact with advisors to update and conclude tasks.
• Prepare client packs, applications and materials for client meetings.
• Submit and complete new business cases in line with compliance guidelines.

Responsibilities

• Liaise with advisers, providers, GPs and medical companies to chase and close cases.
• Maintain and update client files to company standards.
• Prepare service/review lists and ensure timely diary contacts and documentation.

Skills

Client liaison

Data entry

Compliance awareness

Attention to detail

Organisation

Communication skills

Tools

CRM software

Database systems

Microsoft Office

Job description

IDEX Consulting in Chorley is seeking an experienced IFA Administrator to join our growing financial planning firm. The role involves daily liaison with advisers, preparing client packs, and processing new business cases within compliance guidelines.

You will maintain client files, manage service lists, and assist with paraplanning preparation while handling enquiries and supporting the advisory team. A structured, detail-oriented administrator is required.