IFA Administrator Job at IDEX Consulting Ltd (Newcastle-under-Lyme)

IFA Administrator

Join a well-established financial institution dedicated to providing comprehensi...

Location

United Kingdom , London

Salary:

27000.00 - 30000.00 GBP / Year ▼

Office Angels

Expiration Date

Until further notice

Requirements

Experience as an administrator
Familiarity with relevant regulations and legislation
Prior experience using Xplan software
Highly organised with excellent communication skills
Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail and accuracy
Ability to manage time effectively and multitask
Remain calm when faced with conflicting demands
Open to change with a creative approach to problem-solving
Demonstrates a positive attitude towards work

Job Responsibility

Handle general client administration tasks
Process and monitor new business using CURO event lists
Create Client Review Packs as trained by the Administration Manager
Ensure Advisor Office is updated with all relevant information
Contact clients to book reviews in line with the client review process
Answering phones and handling inquiries
Draft and send post-meeting letters as required
Keep client Factfinds up to date
Ensure continual compliance with Health & Safety requirements
Maintain clean and organised data records

What we offer

Be part of a prestigious financial institution with a strong reputation
Engage in a dynamic and fast-paced work environment
Utilise and enhance your administrative skills

Fulltime

Admin Team Manager

Join our team as an Admin Team Manager to lead a dedicated team of 4+ administra...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Prior experience in leading a team of administrative staff in an IFA company
Ability to coordinate and manage administrative tasks efficiently
Understanding of regulatory requirements and commitment to compliance
Familiarity with CRM and other administrative tools to enhance efficiency
Excellent communication skills to work seamlessly across departments
A proactive approach to identifying and implementing streamlined procedures
Commitment to ongoing training for team members to keep skills updated

Job Responsibility

Oversee the day-to-day operations of the allocated team
Act as the first point of contact for team queries and workload management
Identify training needs and promote continuous improvement
Process new and existing business efficiently and accurately
Streamline and implement organisational processes within the team
Oversee the client review process and maintain accurate CRS records
Support the team in daily administrative tasks and operations
Drive improvements in service quality, productivity, and efficiency
Collaborate closely with the Head of Administration to achieve business goals
Attend regular meetings with the Head of Administration and team members

What we offer

Conveniently located office just 7 minutes from City Thameslink train station
Supportive and collaborative environment
Equal opportunities employer

Fulltime

Admin Team Leader

Admin Team Leader role supporting and guiding administration team within IFA/Fin...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience managing administrative staff within an IFA or financial services environment
Strong ability to manage workflows, prioritise tasks, and meet deadlines
Excellent customer-service approach with meticulous attention to detail
Understanding of compliance requirements within financial services
Comfortable using CRM systems and administrative software (CURO experience advantageous)
Confident communicator able to collaborate effectively across teams
Forward-thinking approach to identifying areas for improvement
Ability to support team development and promote best practice

Job Responsibility

Lead, support, and oversee the daily operations of the administration team
Act as the main escalation point for team queries, workflow, and workload distribution
Identify training needs and encourage continuous development
Ensure efficient processing of new and existing business
Implement and refine administrative processes to increase efficiency
Oversee the client review process and maintain accurate CRS records
Support the team with everyday administrative duties
Enhance productivity, service quality, and operational performance
Work closely with the Head of Administration to support departmental goals
Attend regular meetings with senior management and team members

What we offer

Convenient location just 7 minutes from City Thameslink station

Fulltime

Client Support Administrator

This is a high-impact administrative role supporting advisers and paraplanners b...

Location

United Kingdom , Bournemouth

Salary:

Not provided

Skybound Wealth Management

Expiration Date

Until further notice

Requirements

Experience in a financial services administration role (IFA / Wealth Management preferred)
Strong organisational skills and attention to detail
Confidence managing multiple cases and competing priorities
Professional communication skills with clients, providers, and colleagues
Comfortable working with systems, registers, and structured processes

Job Responsibility

Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally
Act as first point of contact for providers and admin-level client queries
Prepare, issue, and track client agreements and related documentation
Send Letters of Authority (LOAs) to providers and actively chase responses
Obtain client valuations in advance of annual reviews
Process new business applications accurately and in line with internal procedures
Log and manage all new business through internal registers and systems
Maintain pipeline momentum, ensuring cases progress without unnecessary delay
Provide regular updates to advisers on case status and next steps
Take ownership of file completeness and operational readiness prior to advice and reporting stages

What we offer

Be part of a growing, ambitious UK business with a clear strategy
Work in a modern hub model where your role genuinely matters
Gain exposure to advisers, paraplanners, and complex client work
Opportunity to develop your career as the UK team continues to expand
Supportive, collaborative culture focused on quality and professionalism

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and paraplanners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

New

IFA Office Manager

My client is currently looking for an experienced Office Manager with financial ...

Location

United Kingdom , Newcastle-under-Lyme

Salary:

40000.00 - 45000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

March 13, 2026

Requirements

Experience of office management or senior ifa administration experience from within an independent financial advice business
Experience dealing with third party providers
Proven experience within Financial Services
Line Manager experience
Confidential, reliable, and trustworthy
Ability to influence, persuade and build good relationships with people at all levels of the business
Self-motivation, resilience and a clear focus on attention to detail and high-quality output
Ability to work collaboratively with the first line manager colleagues and build strong relationships and networks
Excellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlook
Understanding and knowledge of Compliance requirements and FCA guidelines

Job Responsibility

Handling escalated client experience issues and liaising with directors as appropriate for resolution
Ensure that all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for clients
Working in partnership with HR to instil a culture and discipline of performance management, setting clear performance objectives, where team members are regularly encouraged and appraised on their performance, highlighting, and celebrating excellence, identifying strengths and addressing under performance
Act as escalation point for all staff and assist managers to help them identify issues
Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business
Ensuring all back-office systems and procedures are kept up to date and that staff are using systems effectively
Management of staff workloads and task management day to day
Delivering training on processes and procedures for internal data management
Management of office facilities
Working with the Directors, ensuring regular communications are maintained with internal and external stakeholders including the management of logistics for these

What we offer

A comprehensive benefits package

Fulltime

New

Team Manager – Processing Operations

As a Team Manager you will work closely with our Operations Manager to ensure yo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one to one basis and in a group environment

Job Responsibility

Day to day oversight and management of one of our Business Processing Teams
Acting as first point of contact for queries and escalations, managing workloads within the team and identifying training needs and areas for continuous improvement
Undertake quarterly one to one’s meetings with individuals and annual appraisals
Deal with the day to day technical and process queries from Central Operations Administrators, Advisers and third party providers
Work closely with the Operations Manager to identify and implement the necessary changes to processes, procedures and working practices
Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
Assess the department’s work load and capacity on a daily basis in order to effectively resource manage
Ensure that during periods of holiday and sickness, there is the appropriate level of resource available at all time
Assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis
Carry out regular Quality checks in order to identify any issues which might indicate a training or development need within the team

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

New

Team Manager – Administration

As a Team Manager you will work closely with our Head of Client Support to ensur...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration supervisory role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one-to-one basis and in a group environment

Job Responsibility

Responsible for the day-to-day oversight and management of the administration team
Acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement
To hold regular one to one’s meetings with individuals
To deal with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Regional Operations Manager
To work closely with the Head of Client Support, to identify and implement the necessary changes to processes, procedures and working practices within the team
To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
To assess the department’s workload and capacity on a daily basis, prioritising and reallocating the work as required
To ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times
At busy time periods the team manager will also be expected to assist with the work if/when required
To assist the Head of Client Support, and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

IFA Administrator

IDEX Consulting Ltd

Location:
United Kingdom , Newcastle-under-Lyme

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 08, 2026

Expiration:
April 16, 2026

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IFA Administrator

IDEX Consulting Ltd

Location:United Kingdom , Newcastle-under-Lyme

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 08, 2026

Expiration:April 16, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
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Category:
Finance

Contract Type:
Not provided

Job Posted:
January 08, 2026

Expiration:
April 16, 2026