Senior IFA Administrator

IDEX Consulting Ltd; Bolton; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

Hybrid work (2 days from home)

Job summary

IDEX Consulting Ltd is seeking an experienced Senior IFA Administrator in Bolton to support clients, advisers and providers. The role involves valuations, illustrations, and processing of new business, with a strong emphasis on accuracy and compliance.

The successful candidate will have prior IFA or financial services experience, familiarity with corporate schemes and SSAS knowledge, and will work in a team-oriented, client-focused environment with hybrid working (2 days from home).

Qualifications

• Previous experience in an Independent Financial Adviser (IFA) practice or similar financial services environment is essential.
• Experience working with corporate schemes is desirable.
• Knowledge of SSAS schemes is desirable.
• Organised, dependable and keeps things running efficiently.
• Excellent attention to detail and pride in producing accurate work.
• Clear and professional communication with clients and colleagues.
• Confident using IT systems and maintaining accurate records.

Responsibilities

• Provide professional, friendly support to clients, advisers and product providers.
• Prepare client valuations, annual reviews, illustrations and projections.
• Process new business applications, investments, pensions and Letters of Authority from start to finish.
• Liaise with providers to obtain information, progress applications and resolve queries.
• Maintain accurate client records and compliant documentation.

Skills

Attention to detail

Organised

Client communication

IT systems proficiency

Team collaboration

Tools

SSAS knowledge

Job description

My client is currently looking for an experienced Senior IFA Administrator to join their team in Bolton.

This is a varied role and is suitable to someone who enjoys being organised, has great attention to detail, and who also enjoys being part of a close-knit team. The successful candidate needs to be confirmed in dealing directly with clients and product providers and who ideally has both private client and corporate experience.

The Role:

• Providing professional, friendly support to clients, advisers, and product providers.
• Preparing client valuations, annual review information, illustrations, and projections.
• Processing new business applications, investment and pension transactions, and Letters of Authority from start to finish.
• Liaising with providers to obtain information, progress applications, and resolve queries.
• Maintaining accurate client records and ensuring documentation is managed in line with compliance requirements.
• Supporting ongoing client servicing, including Bed & ISA transactions, cash management, and employee benefits administration.
• Assisting with Auto-Enrolment, Group Personal Pension, Group Private Medical Insurance, Group Life and Small Self-Administered Scheme (SSAS) administration.
• Handling day-to-day client and employee benefit enquiries with a proactive, customer-focused approach.
• Providing general administrative support, including answering calls, managing post, scanning documents, and contributing to the smooth running of the office

About you:

• Previous experience working within an Independent Financial Adviser (IFA) practice or a similar financial services environment is essential.
• Experience working with corporate schemes is desirable.
• Knowledge of SSAS schemes is desirable
• Is organised, dependable and enjoys keeping things running efficiently.
• Has excellent attention to detail and takes pride in producing accurate work.
• Communicates clearly and professionally with clients and colleagues.
• Is confident using IT systems and maintaining accurate records.
• The company is offering competitive salary of £32k to £35k with a good benefits package and hybrid working (2 days from home)