IDEX Consulting Ltd
Client Administrator
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IFA Administrator - Gloucester - £30,000
Hybrid - 3 days in the office, 2 days from home
The Opportunity
An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market, located in Gloucester.
Working closely with a team of Financial Advisers, you’ll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently.
Key Responsibilities
- Process new business applications and associated paperwork through to submission to providers.
- Complete client identity verification where required.
- Assist advisers with the management of client cash holdings and placing trades in line with adviser instructions.
- Maintain accurate and up-to-date client and plan records on the back-office system.
- Manage tasks assigned by advisers, managers and other members of the support team.
- Assist with preparing quotations, applications, key features and other relevant paperwork for adviser meetings.
- Respond promptly and professionally to queries from clients, providers and advisers.
- Process and chase policy claims through to completion.
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About You
The ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role.
Experience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous.
A basic understanding of financial planning, providers and financial products would also be beneficial.
What’s on Offer?
- Hybrid working – 3 days in the office and 2 days from home.
- The opportunity to join a national financial planning business with an excellent reputation.
- A varied IFA Administration role supporting experienced Financial Advisers.
- A professional and collaborative working environment.
- Excellent opportunities for career development and progression.
- A comprehensive flexible benefits package, allowing you to tailor your benefits to your individual needs.
- Group Income Protection, with options to increase your level of cover and benefit period.
- Workplace pension with employer contributions.
- Dental cover.
- Critical Illness cover.
- Health Cash Plan covering areas including dental, optical and physiotherapy.
- Cycle to Work scheme.
- Access to a wide range of retail discounts and savings through the employee benefits platform.
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Interested?
Apply with your CV to this advert or contact Samantha Durbridge at IDEX Consulting - Samantha.durbridge@idexconsulting.com
IFA Administrator - Gloucester - £30,000 - Hybrid - 3 days in the office, 2 days from home
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