Job description
An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners.
The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment.
The Role
As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards.
The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement.
Key Responsibilities
- Provide end-to-end administrative support to Financial Planners
- Build and maintain strong professional relationships with clients
- Process new business across ISAs, GIAs, pensions, offshore bonds and trusts
- Prepare meeting packs, valuations and client documentation
- Maintain accurate client records and back-office systems
- Liaise with internal operational teams and third-party providers
- Manage pipelines, account set-up and AML documentation
- Identify, log and escalate risks or errors in line with internal procedures
- Support the use of client portals and digital tools
Candidate Profile
- 2-5+ years' experience supporting Financial Advisors or Financial Planners
- Strong understanding of financial planning products and processes
- Experience of new business processing and ongoing client servicing
- Highly organised with the ability to manage competing priorities
- Professional communication skills, both written and verbal
- A client-focused approach with strong attention to detail
What's on Offer
- Competitive salary
- Hybrid working model
- Private medical insurance
- Life assurance and pension contribution
- Generous holiday allowance with the option to purchase additional leave
- Strong opportunities for progression and professional development
- Support towards further qualifications
This is a rare opportunity to join a top-tier financial planning organisation, offering long-term career development, exposure to high-quality work and the stability of a market-leading firm.
To apply or for further information, please contact:
Ellie Sedgwick
07441 341 817
ellie.sedgwick@idexconsulting.com
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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.
