IFA Administration & Client Services Specialist

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

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.