Senior IFA Administrator Job at IDEX Consulting Ltd (Alderley Edge)

Senior IFA Administrator

An excellent opportunity has arisen for an experienced Senior IFA Administrator ...

Location

United Kingdom , Warwick

Salary:

32000.00 - 35000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 30, 2026

Requirements

Previous experience within an Independent Financial Adviser (IFA) environment is essential
Strong understanding of financial products, platforms, and regulatory requirements
High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
Proficient in Microsoft Office and financial systems such as FE Analytics
Strong communication skills, both verbal and written
A proactive and client-focused approach

Job Responsibility

Processing new business applications across various providers and platforms
Preparing valuation reports and performance documentation ahead of client reviews
Producing review checklists and coordinating documentation for adviser meetings
Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
Running risk profiler results and supporting fund research using FE Analytics
Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
Processing fund switches directly with providers or via platforms and tracking progress
Preparing bi-annual valuation reports and post-review summaries for clients
Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
Maintaining ongoing client communication to keep them informed of progress

What we offer

Competitive salary up to £35,000
Bonus potential based on performance
Hybrid and flexible working options available
Free on-site parking
Company pension contribution
Supportive and collaborative office environment
Opportunities for training and career development

Fulltime

Senior Financial Planning Administrator

Our client is a highly respected independent financial planning firm seeking an ...

Location

United Kingdom , Nottingham

Salary:

25000.00 - 32000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

October 10, 2026

Requirements

Experience within an IFA or wealth management administration environment
Strong understanding of financial planning products and advice processes
Excellent organisational and problem-solving skills
Experience handling complex client cases independently
High attention to detail and a thorough understanding of FCA compliance requirements
Strong communication skills and the confidence to liaise with Advisers, providers and clients at all levels
A proactive approach with the ability to support and mentor other team members

Job Responsibility

Preparing high-quality documentation ahead of client meetings
Managing complex new business cases from submission through to completion
Obtaining provider information, valuations and illustrations
Ensuring client records are maintained accurately and in line with regulatory requirements
Completing anti-money laundering and compliance checks
Acting as a key point of contact for clients, providers and Advisers, resolving queries efficiently
Supporting ongoing client servicing, annual reviews and policy servicing
Monitoring workflow to ensure service levels are consistently achieved
Providing guidance and day-to-day support to Junior Administrators where required
Maintaining high standards of accuracy while ensuring compliance with FCA regulations and internal procedures

What we offer

Competitive salary and benefits package
Genuine career progression opportunities
Supportive and collaborative culture
Ongoing professional development

Fulltime

Senior Financial Services Administrator

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

Location

United Kingdom , Belfast

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 para planners 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

Financial Services / Workflow Team Leader

Brook Street Recruitment is working on behalf of our Financial Services client w...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Previous experience within financial services, wealth management, IFA practices, or similar regulated environments
Strong understanding of operational and administrative processes within advice firms
Experience using CRM/back-office systems such as Intelliflo, X-Plan, Curo, Adviser Office, or equivalent
Excellent organisational and workload management skills
Strong communication and stakeholder management abilities
Ability to manage multiple priorities in a fast-paced environment
High attention to detail and commitment to accuracy

Job Responsibility

Manage and oversee the allocation of work across administration, para-planning, and adviser support teams
Monitor workflow queues and task pipelines within back-office/CRM systems such as Intelliflo, X-Plan, Adviser Office, Salesforce, or similar platforms
Ensure tasks are prioritised effectively and completed within agreed service standards and deadlines
Identify workflow bottlenecks and proactively re-balance workloads where required
Track overdue or high-risk tasks, escalating issues appropriately to management
Provide day-to-day leadership, guidance, and support to operational and workflow teams
Assist team members with queries, process interpretation, and problem-solving
Support on boarding and training of new staff on workflow procedures and systems
Conduct regular team check-ins and contribute to performance reviews and development discussions
Promote a collaborative, proactive, and solutions-focused working culture

Fulltime

Regional Head – Client Services and Operations

Location

United Kingdom , Bristol

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

You have a strong grounding in financial planning processes and client servicing models within a regulated environment
You have significant experience leveraging MI and data to drive performance, insight and strategic decision-making
You're experienced working with operational systems and platforms
You have an excellent understanding of regulatory frameworks and their application within operations
Your highly skilled at AI, process simplification and driving continuous improvement to improve efficiency and service
You are a highly effective communicator with the ability to influence and engage senior stakeholders and teams
You have strong leadership presence, with a track record of coaching and developing high-performing teams
You have a strategic mindset, capable of shaping direction and translating strategy into execution
You are a resilient leader with experience navigating and driving organisational change
Your leadership style is collaborative, fostering collective success across the business

Job Responsibility

You will inspire, lead and develop a high-performing team of Paraplanners and Administrators
You will partner with Regional IFA leadership to deliver exceptional client outcomes
You'll support resolution of complex operational queries
You'll enjoy driving continuous improvement and efficiency across the region
You will ensure a strong compliance culture aligned to FCA standards

Paraplanner

An established and growing wealth management firm based in Bromsgrove is seeking...

Location

United Kingdom , Bromsgrove

Salary:

35000.00 - 40000.00 GBP / Year

Pertemps Network Group

Expiration Date

Until further notice

Requirements

Previous experience as a Paraplanner or Senior IFA Administrator
Strong knowledge of pensions, investments, and financial planning products
Experience preparing suitability reports and research documents
Excellent attention to detail and analytical skills
Strong written and verbal communication skills
Ability to manage multiple cases and deadlines effectively
Experience using financial planning systems and provider platforms

Job Responsibility

Preparing comprehensive suitability reports and recommendation letters
Conducting detailed research and analysis across pensions, investments, and protection products
Supporting advisers in the development of financial planning strategies
Preparing cashflow modelling and financial planning reports
Reviewing client portfolios and producing annual review documentation
Liaising with providers, platforms, and internal teams to obtain relevant information
Ensuring all documentation meets regulatory and compliance standards
Maintaining accurate client records and supporting ongoing client servicing

Fulltime

New

Ai Engineer

We are recruiting an AI Engineer for a direct contract with a company based in t...

Location

Portugal , Porto

Salary:

Not provided

Precise

Expiration Date

Until further notice

Requirements

2+ years experience working within a software development team as an engineer
Comfortable writing and debugging code in Python. You understand the importance of readable code and are eager to learn best practices.
Familiarity with frameworks like FastAPI, Flask, or Django, with experience developing and exposing/consuming APIs.
Understanding of containerization and exposure to Docker.
Comfortable using Git for team collaboration (Gitlab pipelines exposure is a plus).
Machine Learning Fundamentals: Foundational knowledge of ML concepts and practical experience (academic or personal projects) deploying a simple model using libraries like scikit-learn, PyTorch, or TensorFlow.
Experience manipulating and analyzing data using libraries such as Pandas and NumPy.
A strong desire to learn MLOps principles, cloud infrastructure, and deployment practices (Kubernetes exposure is a plus).
BSc in Computer Science or a related technical field.

Job Responsibility

Implementing solutions for building and deploying AI models in production, with a focus on fault tolerance, scalability, maintainability and automation.
Leveraging modern LLM’s to include/enhance parsing capabilities for CVs/job adverts for existing supported languages and new additional languages.
Collaborating with the team to design, implement and optimise data processing pipelines and evaluation tools.

Fulltime

New

Branch Manager

Come and join us as a results driven Branch Manager to deliver sales and exceed ...

Location

United Kingdom , Lymington

Salary:

Not provided

City Plumbing

Expiration Date

Until further notice

Requirements

A great positive attitude
Enjoy customer interaction
Management Experience
Safe Practices
Forward Thinking
Tenacity and resilience
A pro-active approach to sales, with a strong desire and ability to win and grow new business
Experience of customer relationship management and developing a true partnership approach
Excellent communication skills
Self confident and self motivated, with the ability to work on own initiative or as part of a wider team

Job Responsibility

Effective management of the team and resource
Setting the standard of a sales orientated culture
Delivering against sales and customer demands while maximising profitability
Maximising margin and net profit
Keeping everyone safe
Build and maintain relationships with new and existing trade and retail customers
Ability to interpret and analyse financial and statistical information

What we offer

Bonus
Discounts, savings and cash back at numerous retailers
Life assurance
Extended family policy including maternity, paternity, additional annual leave and more
Mental Health First Aiders and Employee Assistance Programme, we look out for each other
Complete induction and a company that lets you grow and encourages development
Financial education and loans
Flexible working options
A business striving to create an environment of inclusion so everyone can be their true self

Fulltime

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Senior IFA Administrator

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