Senior IFA Administrator

IDEX Consulting; Manchester; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A financial services firm in Manchester is seeking a Senior IFA Administrator. You will be the trusted contact for clients, handle transactions, and maintain accurate records. Ideal candidates will have experience in an IFA environment and a strong knowledge of financial products. The role offers a hybrid work model and various employee benefits including career development opportunities.

Benefits

25 days of holiday + bank holidays

Contributory pension scheme

Employee Referral Scheme

NHS Top Up scheme

Wide range of retail discounts

Regular social and charity events

Qualifications

• Proactively take responsibility for clients' needs.
• Display enthusiasm, energy, and positivity.
• Collaborate well with other teams.

Responsibilities

• Act as a trusted point of contact for clients.
• Process new business efficiently.
• Ensure client-facing documents are accurate.

Skills

Previous experience in an IFA environment

Knowledge of financial services and products

Organizational skills

Superior user of Microsoft Office suite

Enthusiasm and positivity

Education

Relevant industry qualifications

Job description

Overview

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.

Responsibilities

• Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support
• Processing new business
• Ensuring the appropriate software (iO) is continuously kept up to date
• Ensuring client-facing documents are accurate and appropriate for the client
• Obtaining information from third-party providers
• Speaking to clients on the phone and communicating via email
• Leverage your investment and pension knowledge to assist with client portfolios
• Be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
• Making sure the implementation of solutions is completed accurately and in good time
• Ensuring timely processing of transactions and static data updates

To succeed in this role you will

• Previous experience in an IFA environment
• Display enthusiasm, energy and positivity
• Proactively take responsibility for clients\' needs
• Have a good knowledge financial services and products
• Pride yourself on your organisational skills
• Be willing to complete relevant industry qualifications
• Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint)
• Collaborate well with other teams

Why join us?

• 25 days of holiday + bank holidays
• Contributory pension scheme
• Employee Referral Scheme
• Hybrid and flexible work opportunities
• NHS Top Up scheme
• Wide range of retail discounts
• Regular social and charity events held in our office
• Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
• Opportunity to be part of an employee-owned business which values employee involvement and commitment
• We are serious about our commitment to Net Zero
• Required professional membership fees paid for
• Opportunity to win quarterly CORE Awards
• Long service awards
• Our values are foundations of what and how we do things here

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

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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.