IFA Administrator / Paraplanner

IDEX Consulting Ltd.; Worcester; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Career progression opportunities

Support towards professional qualific

Friendly, supportive team environment

Job summary

IDEX Consulting Ltd. in Worcester is seeking an IFA Administrator to support Financial Advisers and the wider team, handling workflows, client records and documentation.

This role offers exposure across pensions, investments and protection within a growing independent financial planning business. You will work with a proactive, detail-oriented approach, using Intelliflo/Intelligent Office daily, and you will contribute to client reviews, new business, and research while developing your technical

Qualifications

• Strong hands-on Intelliflo/Intelligent Office experience is essential.
• Experience in an IFA or financial planning environment.
• Experience supporting Financial Advisers.
• Good knowledge of pensions and investments.
• Strong attention to detail and organisation.
• Excellent communication skills and proactive approach.

Responsibilities

• Manage Adviser workflows, cases and client actions through Intelliflo.
• Prepare for client reviews and maintain accurate client records.
• Support new business and liaise with providers.
• Prepare review and client documentation.
• Support research across pensions, investments and protection.
• Assist with cashflow modelling and financial planning.
• Process pensions, investments, transfers, withdrawals and fund switches.
• Liaise with clients, Advisers and providers.
• Progress outstanding actions and ensure timely case completion.
• Provide general support to Advisers across the client journey.

Skills

Intelliflo/Intelligent Office

IFA/financial planning support

Pensions and investments knowledge

Attention to detail

Excellent communication skills

Proactive approach

Tools

Intelliflo

Intelligent Office

Job description

I'm working with a well-established, award-winning independent financial planning firm in Worcester that has built an excellent reputation over many years for providing high-quality, genuinely personal financial advice. The business has a strong focus on long-term client relationships and is continuing to grow, while retaining a friendly, close-knit and supportive team environment.
This is a great opportunity to join a business where people are encouraged to develop, supported in their careers and given the opportunity to take on more responsibility as they progress. You'll work alongside experienced Financial Advisers and a knowledgeable support team, gaining broad exposure across the financial planning process rather than being restricted to one area.

The role

You'll work closely with Financial Advisers and the wider support team, with responsibilities including:

• Managing Adviser workflows, cases and client actions through Intelliflo
• Preparing for client reviews and maintaining accurate client records
• Supporting new business and liaising with providers
• Preparing review and client documentation
• Supporting research across pensions, investments and protection
• Assisting with cashflow modelling and financial planning
• Processing pensions, investments, transfers, withdrawals and fund switches
• Liaising with clients, Advisers and providers
• Progressing outstanding actions and ensuring cases are completed efficiently
• Providing general support to Advisers across the client journey

About you

You'll ideally have:

• Strong hands-on Intelliflo/Intelligent Office experience - essential
• Previous experience within an IFA or financial planning environment
• Experience supporting Financial Advisers
• Good knowledge of pensions and investments
• Strong attention to detail and organisation
• Excellent communication skills
• A proactive approach and willingness to take ownership

This could suit an experienced IFA Administrator looking for a broader role and the opportunity to develop their technical skills and progress towards paraplanning.

Why join?

• Hybrid working
• Supportive and collaborative team
• Established and growing independent financial planning business
• Excellent career progression opportunities
• Support towards professional qualifications and continued development
• Work closely with experienced Financial Advisers
• Varied role with genuine responsibility
• Friendly, down-to-earth working environment

If you have strong Intelliflo experience and are looking for an IFA Administrator role offering development, progression and a genuinely supportive team environment, I'd be keen to hear from you.

Ellie Sedgwick
Senior Consultant | IDEX Consulting
Mobile: [phone]
E-mail: [e-mail]

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.