At a Glance
- Tasks: Support Financial Advisers with client administration and ensure smooth processing of transactions.
- Company: Join a respected national financial planning business in Gloucester.
- Benefits: Hybrid work, competitive salary, flexible benefits, and career development opportunities.
- Other info: Enjoy a professional environment with excellent growth potential.
- Why this job: Be part of a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and familiarity with financial products preferred.
The predicted salary is between 38250 - 46750 £ per year.
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.
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.
- 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.
- IFA Administrator - Gloucester - £30,000 - Hybrid - 3 days in the office, 2 days from home
- #J-18808-Ljbffr
Client Administrator in Gloucester employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
