IFA Administrator

An established and growing financial planning practice is seeking a highly organised and detail-oriented IFA Administrator to support advisers and deliver an excellent client experience.

This is an excellent opportunity for an experienced administrator looking to develop their career within financial services. The successful candidate will play a key role in supporting the client journey, processing new business, maintaining accurate records, and ensuring compliance requirements are met.

Key Responsibilities

Client and Adviser Support

• Prepare and pre-complete application forms.

• Produce cost and charges disclosure documents.

• Obtain illustrations and supporting provider documentation.

• Prepare factsheets, Key Information Documents (KIDs/KIIDs), and other pre-advice paperwork for client meetings and recommendations.

• Provide administrative support to advisers throughout the client advice process.

New Business Processing

• Submit new business applications and investment transactions via various investment platforms and life companies within required deadlines.

• Maintain accurate records to support valuation reconciliation and business processing.

• Track and monitor applications through to completion.

Client Onboarding

• Set up and maintain client records within the firm's back-office system.

• Prepare onboarding documentation and application forms.

• Ensure all compliance and anti-money laundering requirements have been satisfied and accurately recorded.

• Manage workflow processes to ensure smooth onboarding and service delivery.

Compliance and Record Management

• Ensure client files are complete, compliant, and accurately maintained.

• Obtain policy information from providers through Letters of Authority and update client records accordingly.

• Ensure all relevant documentation, agreements, reports, and supporting evidence are recorded and stored appropriately.

• Maintain diary management systems and ensure actions are completed within required timescales.

• Support advisers and the wider team in meeting regulatory and internal compliance standards.

General Administration

• Filing, scanning, photocopying, and document management.

• Managing incoming and outgoing post.

• Providing general office administration support as required.

About You

Essential

• Previous experience in an administrative role within financial services, wealth management, financial planning, pensions, investments, or a related sector.

• Excellent organisational skills and strong attention to detail.

• Ability to manage multiple priorities and meet deadlines.

• Strong written and verbal communication skills.

• Proficiency in Microsoft Office applications.

Desirable

• Relevant industry experience.

• Experience using financial services back-office systems.

• Knowledge of investment, pension, and protection products.

• Understanding of compliance and anti-money laundering requirements within financial services.

What's on Offer?

• Competitive salary dependent on experience and capability.

• Employer pension contribution.

• Death in Service benefit (4x salary).

• 24 days annual leave plus bank holidays.

• Discretionary bonus scheme.

• Professional qualifications support, including exam funding and training.

• Opportunity to develop a long-term career within a supportive and professional environment.

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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.