Client Administrator (Gloucester)

IDEX Consulting; New Jersey; Hybrid; USD 35,000 - 51,000; Full time

Benefits offered by this job

Hybrid working

Career development

Pension

Dental cover

Cycle to Work

Employee discounts

Job summary

IDEX Consulting Ltd in Gloucester is seeking an experienced IFA Administrator to join a national financial planning practice. You will provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.

Working with a team of Financial Advisers, you’ll manage back-office tasks, assist with quotations and documentation, and help maintain client records.

Qualifications

• Experience as an IFA Administrator or Financial Services Administrator or similar financial planning support role
• Experience using Intelligent Office (IO) or similar back-office system is advantageous
• Basic understanding of financial planning, providers and financial products is beneficial

Responsibilities

• Process new business applications and associated paperwork through to submission to providers
• Complete client identity verification where required
• Assist Advisers with management of client cash holdings and placing trades per Adviser instructions
• Maintain accurate and up-to-date client and plan records on the back-office system
• Manage tasks assigned by Advisers, Managers and other members of the support team
• Assist with preparing quotations, applications, key features and other relevant paperwork for Adviser meetings
• Respond promptly and professionally to queries from clients, providers and Advisers
• Process and chase policy claims through to completion

Skills

IFA Administrator

Financial services experience

Client service

Tools

Intelligent Office IO

Job description

The Opportunity

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market, located in Gloucester. Working closely with a team of Financial Advisers, you'll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.

Key Responsibilities

• Process new business applications and associated paperwork through to submission to providers
• Complete client identity verification where required
• Assist Advisers with the management of client cash holdings and placing trades in line with Adviser instructions
• Maintain accurate and up-to-date client and plan records on the back-office system
• Manage tasks assigned by Advisers, Managers and other members of the support team
• Assist with preparing quotations, applications, key features and other relevant paperwork for Adviser meetings
• Respond promptly and professionally to queries from clients, providers and Advisers
• Process and chase policy claims through to completion

About You

• The ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role
• Experience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous
• A basic understanding of financial planning, providers and financial products would also be beneficial

What's on Offer?

• Hybrid working - 3 days in the office and 2 days from home
• The opportunity to join a national financial planning business with an excellent reputation
• A varied IFA administration role supporting experienced Financial Advisers
• A professional and collaborative working environment
• Excellent opportunities for career development and progression
• A comprehensive flexible benefits package, allowing you to tailor your benefits to your individual needs
• Group Income Protection, with options to increase your level of cover and benefit period
• Workplace pension with employer contributions
• Dental cover
• Critical Illness cover
• Health Cash Plan covering areas including dental, optical and physiotherapy
• Cycle to Work scheme
• Access to a wide range of retail discounts and savings through the employee benefits platform

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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.