IFA Administrator Job at IDEX Consulting Ltd (Lossiemouth)

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

New

IFA Administrator

Idex Consulting are recruiting for an experienced Financial Services Administrat...

Location

United Kingdom , Highlands

Salary:

26000.00 - 32000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 04, 2026

Requirements

Experience as an IFA administrator
Experience working within a support role in an IFA

Job Responsibility

Client reviews
Preparing valuations/illustrations
Processing new business and renewals
Assisting with research and report writing

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

IFA Administrator

My client is currently looking for an experienced IFA Administrator to join thei...

Location

United Kingdom , Newcastle-under-Lyme

Salary:

28000.00 - 30000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 16, 2026

Requirements

Previous experience in an IFA environment is essential

Job Responsibility

Processing new business
Preparing valuation reports
Preparing performance documentation for client review appointments
Preparing review checklist for client appointments
Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports
Run risk profiler results via FE Analytics
Ensuring that clients are advised of progress throughout this process
Assisting with research and producing FE Analytics fund switch reports
Ensure client authorisation received to complete switch in line with MIFID II requirements
Processing and monitoring switch directly with provider or electronically via platform

Fulltime

IFA Administrator

Join Our Team as an IFA Administrator! Are you passionate about providing except...

Location

United Kingdom , London

Salary:

19.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience within Financial Services, specifically in an IFA environment
A strong understanding of financial products and terminology
Exceptional attention to detail and a commitment to high-quality output
Excellent communication skills, both written and verbal
Strong organizational and time management abilities
A collaborative team player with a proactive attitude
Familiarity with Curo is preferred
Working towards or achieving a Level 4 relevant industry qualification is desirable
A solid understanding of compliance requirements within an IFA setting

Job Responsibility

Processing New Business: Accurately manage new business on Curo, ensuring all data meets the required standards
Monitor Progress: Track the progress of new business, ensuring timely follow-ups and resolutions of outstanding actions
Client Records: Update and maintain client information on Curo, ensuring system accuracy through diligent data cleansing
Transaction Management: Handle a range of transactions including withdrawals, contributions, drawdowns, and other essential processes
Meeting Coordination: Schedule and coordinate annual client review meetings, producing high-quality review packs for adviser meetings
Team Support: Provide guidance and mentorship to other Administrators, promoting best practices and maintaining high standards of compliance and client service

What we offer

Dynamic Environment: Work in a supportive and energetic team where your contributions truly matter
Convenient Location: Enjoy the perks of working in the heart of London, with easy access to public transport
Growth Opportunities: Gain valuable experience and knowledge in the financial services sector

Fulltime

Client Services Executive

A fantastic opportunity to join one of the UK’s leading independent financial ad...

Location

United Kingdom , Cardiff

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience within a Financial Services IFA support role
Sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Client Liaison & Servicing – Act as the first point of contact for client queries
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish
Provider & Third-Party Communication – Liaise with providers and investment platforms
Administration Support - To provide technical and administrative support to allocated IFAs
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes
Policies and Procedures – Ensure that all internal policies are adhered to

What we offer

Training and qualifications
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus
Health benefit scheme – including digital gym subscriptions, dental and optional treatments
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

Fulltime

Client Services Executive

A fantastic opportunity to join one of the UK’s leading independent financial ad...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Client Liaison & Servicing – Act as the first point of contact for client queries
Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner
Hold regular 1:1 meeting with advisers to set clear workflow priorities
Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post
preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes

What we offer

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

Fulltime

IFA Administrator

IDEX Consulting Ltd

Location:
United Kingdom , Lossiemouth

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 06, 2026

Expiration:
July 04, 2026

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Job Posted:
April 06, 2026

Expiration:
July 04, 2026