My client is currently looking for an IFA Administrator to join them in Knutsford.

The Role:

• To provide full administrative support to Financial Planners and /or Investment Managers, 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 and/or Investment Managers 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 model
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

For more information please contact me on 07896 933622 or email graeme.hyland@idexconsulting.com

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

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.