Senior IFA Administrator

Are you an experienced financial administrator looking to take the next step in your career?

We're looking for a Senior IFA Administrator to join our growing team and support Independent Financial Advisers with your exceptional organisational and administrative skills. This is a full-time, permanent position with hybrid working, offering a competitive salary and a fantastic range of benefits.

As a Senior IFA Administrator, you'll play a key role in ensuring smooth operations and first-class client service by:

• Providing efficient administrative support to a team of Independent Financial Advisers.
• Acting as a first point of contact for advisers, clients, providers, and internal teams.
• Managing client data, ensuring accuracy and compliance with regulations.
• Preparing reports, letters, and correspondence in line with company guidelines.
• Organising new business and review packs for adviser meetings.
• Obtaining valuations and research on financial products such as protection, annuities, and mortgages.
• Processing fund switches, payment requests, and surrenders, ensuring compliance.
• Keeping on top of diary management to support advisers' daily workflows.
• Mentoring and supporting junior team members, fostering a collaborative work environment.

We're seeking someone with:

• Experience in financial services administration, ideally supporting financial advisers.
• A keen eye for detail, with strong organisational and planning skills.
• Confidence using Microsoft Word, Excel & Outlook.
• The ability to prioritise workloads and meet deadlines in a fast-paced environment.
• A proactive, team-focused attitude, with great communication skills.
• A willingness to learn and grow within the role.

• Flexible working & holidays - Enjoy a competitive holiday allowance, an annual buy & sell scheme, and your birthday off!
• Annual summer & Christmas parties - Celebrate success with your colleagues.
• Pension & life cover - Contributory pension scheme and death-in-service benefit.
• Bonus scheme - Competitive salary plus a discretionary annual bonus.
• Health & wellbeing - Access to MediCash for cashback on health & wellbeing services.
• Professional development - Tailored learning and development programs to support your career growth.
• Retail & shopping discounts - Save on everyday purchases from high street brands and supermarkets.

If you're a detail-oriented and driven financial administrator ready to take on a new challenge, we'd love to hear from you.

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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.