Senior IFA Administrator - Hybrid, Client & Corporate Focus

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

Benefits offered by this job

Hybrid working

Job summary

IDEX Consulting in Bolton is seeking an experienced Senior IFA Administrator to join their team. You will provide professional support to clients, advisers and product providers, and handle client valuations, illustrations and transactions from start to finish.

The role emphasizes accuracy, organisation, and clear communication, with hybrid working (2 days from home) and preference for prior private client and corporate experience.

Qualifications

• Experience in an Independent Financial Adviser (IFA) practice or financial services environment is essential.
• Knowledge of corporate schemes is desirable.
• SSAS schemes knowledge is desirable.

Responsibilities

• Provide professional, friendly support to clients, advisers, and product providers.
• Prepare client valuations, annual reviews, illustrations, and projections.
• Process new business applications, investment and pension transactions, and Letters of Authority from start to finish.
• Liaise with providers to obtain information and progress applications.
• Maintain accurate client records and ensure documentation complies with requirements.
• Support ongoing client servicing, including Bed & ISA transactions and cash management.
• Assist with Auto-Enrolment and group schemes administration.
• Handle day-to-day client and employee benefit enquiries.
• Provide general administrative support (calls, post, scanning).

Skills

Attention to detail

Organised

Client communication

IT systems proficiency

Record keeping

Job description

IDEX Consulting in Bolton is seeking an experienced Senior IFA Administrator to join their team. You will provide professional support to clients, advisers and product providers, and handle client valuations, illustrations and transactions from start to finish.

The role emphasizes accuracy, organisation, and clear communication, with hybrid working (2 days from home) and preference for prior private client and corporate experience.