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IFA Administrator
4 months ago
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.
The role:
- To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards
- To work closely with the aligned Financial Planners to deliver excellent client outcomes
- To build relationships with clients and maintain regular contact
- Maintain back-office systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
- Proven experience working in the financial services industry
- A strong ethic of client service
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal, influencing and organisational skills
- Ability to use judgement and reasoning to propose solutions to problems
As a colleague here you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working mode
- Option to purchase additional holiday
- Shared parental leave
For more information please contact me on or email
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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.
