Senior IFA Administrator

IDEX Consulting Ltd.; Wakefield; On-site; GBP 32,000 - 42,000; Full time

Job summary

IDEX Consulting Ltd. is seeking a Senior IFA Administrator to join our growing financial planning team in Wakefield. You will provide comprehensive admin support for advisers and clients while guiding less experienced colleagues and helping with complex inquiries.

You will manage client documentation, new business processing, and post-implementation admin for investments and pensions, while ensuring regulatory compliance and data accuracy.

Qualifications

• 3–5 years' experience in Financial Services Administration.
• Experience across a broad range of Financial Services products.
• Knowledge of investment and pension administration, including pension drawdown.
• Experience mentoring less experienced colleagues.
• Strong attention to detail and a methodical approach to administration.
• Excellent communication skills with Advisers, clients, providers and colleagues.

Responsibilities

• Providing high-quality administrative support to Financial Advisers and their clients.
• Supporting, guiding and training less experienced Administrators and colleagues.
• Assisting with technical, systems and product-related queries across the wider business.
• Preparing client agreements, key features documents, client acceptance and data capture documentation.
• Completing provider and internal new business paperwork.
• Processing new business, fund switches, withdrawals, income payments, ad hoc and ongoing fees, GIA to ISA transfers and other investment-related transactions.
• Processing paper-based, protection and more complex business where online applications are unavailable.
• Completing post-implementation administration for investment and pension new business.
• Processing Letters of Authority and obtaining information from product providers.
• Supporting advisers and paraplanners with relevant plan and policy information.
• Managing client changes, including changes of address, personal details, disengagements and deceased clients.
• Maintaining accurate client records and completing regular administrative and tracking requirements.
• Ensuring documentation is completed accurately and in accordance with compliance and internal procedures.
• Dealing with client, adviser and provider enquiries professionally and efficiently.
• Supporting colleagues during busy periods and contributing to wider departmental projects.

Skills

Administrative support

Mentoring

Regulatory compliance knowledge

Microsoft Office

Intelligent Office (iO)

Communication

Tools

Intelligent Office (iO)

Microsoft Office

Job description

The Opportunity

An established and growing financial planning business is looking to appoint an experienced Senior IFA Administrator to join its team.
This is an excellent opportunity for an experienced Financial Services Administrator who is looking to take the next step in their career, with responsibility not only for providing high-quality administrative support to Financial Advisers and clients, but also for supporting and developing less experienced colleagues.
You will play an important role in ensuring clients receive an efficient, professional and consistently high standard of service, while working closely with Advisers, Paraplanners and wider teams across the business.

The Role

As a Senior IFA Administrator, you will provide comprehensive administrative support across the full client journey, ensuring work is completed accurately, efficiently and in line with regulatory and internal requirements.
Your responsibilities will include:

• Providing high-quality administrative support to Financial Advisers and their clients.

• Supporting, guiding and training less experienced Administrators and colleagues.

• Assisting with technical, systems and product-related queries across the wider business.

• Preparing client agreements, key features documents, client acceptance and data capture documentation.

• Completing provider and internal new business paperwork.

• Processing new business, fund switches, withdrawals, income payments, ad hoc and ongoing fees, GIA to ISA transfers and other investment-related transactions.

• Processing paper-based, protection and more complex business where online applications are unavailable.

• Completing post-implementation administration for investment and pension new business.

• Processing Letters of Authority and obtaining information from product providers.

• Supporting advisers and paraplanners with relevant plan and policy information.

• Managing client changes, including changes of address, personal details, disengagements and deceased clients.

• Maintaining accurate client records and completing regular administrative and tracking requirements.

• Ensuring documentation is completed accurately and in accordance with compliance and internal procedures.

• Dealing with client, adviser and provider enquiries professionally and efficiently.

• Supporting colleagues during busy periods and contributing to wider departmental projects.

What We're Looking For

The successful candidate will have 3-5 years' experience within Financial Services Administration, ideally gained within a Financial Advice practice, Wealth Management business or similar environment.
You will ideally have:

• Strong knowledge and understanding of the Financial Services administration process.

• Experience across a broad range of Financial Services products.

• Knowledge of investment and pension administration, including pension drawdown.

• Experience with more complex planning areas such as AIM IHT mitigation schemes, Discounted Gift Trusts and Lifestyle Trusts.

• Strong attention to detail and a methodical approach to administration.

• Excellent communication skills and the confidence to work with Advisers, clients, providers and colleagues at all levels.

• A proactive, solutions-focused approach to problem solving.

• The ability to identify potential issues and find solutions before they become problems.

• Experience supporting or mentoring less experienced colleagues.

• Good working knowledge of Microsoft Office, particularly Excel, Word and Outlook.

• Experience using Intelligent Office (iO) would be advantageous.

• The ability to work independently while also being a collaborative member of a wider team.

Why Consider This Opportunity?

This is a role for someone who wants more than simply processing administration. You will have the opportunity to become a key member of the team, using your technical knowledge and experience to support Advisers and clients while also helping develop those around you.
The role would suit an experienced IFA Administrator, Senior Financial Services Administrator or Client Support professional who is ready to take on greater responsibility within a professional financial planning environment.

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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.