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IFA Admin

Job description

IFA based in central London with a solid 25+ year history demonstrating a breadth of capability from investment and retirement planning to pension advice and employee benefits. Particular specialism is in later life planning with an experienced team advising on funding long-term care, tax, trusts and wills.
To maximise the effective running of the administration team and to support the achievement of the organisation goals and objectives as required.

  • Processing & monitoring of new business using CURO event lists
  • Creating client review packs as trained by the Administration Manager
  • Ensure Adviser office is updated with all relevant information
  • Entering new business onto CURO and provider platforms as instructed by Paraplanners
  • Contact clients from your client group to book in for review, in line with the client review process
  • General client administration
  • Basic suitability reports as required
  • Answering phones
  • Updating client factfinds
  • Ensure continual compliance with Health and Safety issues
  • Ensure continual compliance in line with GDPR regulations


  • Minimum 18m UK IFA Admin experience
  • Knowledge of relevant regulation and legislation
  • Highly organised with excellent communication skills
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Exceptional attention to detail
  • Manage time effectively with the ability to multi-task
  • Keeps calm when faced with conflicting demands and handles these effectively
  • Open to change with a creative approach to problem solving
  • Demonstrates a positive attitude at all times
  • Works well on own tasks as well as on shared goals as part of a team

Benefits - Immediately:

  • 4 x Life Cover on Joining
  • On completion of 6 months' probation
  • Vitality Health Care
  • One Fund
  • 5% matched Pension contribution
  • 10% discretionary bonus paid quarterly

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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.