Senior IFA Administrator: Lead Client Service & Mentoring

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

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.