My client is currently looking for an experienced IFA Administrator in Manchester city centre.ROLE AND RESPONSIBILITIES

Provide client support to Financial Planners and Directors, including being first line contact for all clients when the Advisors are unavailable
Liaise with Financial Planners and Paraplanners, as & when required
Making sure all clients are contacted in accordance with the agreed level of services offered
Making sure clients receive relevant documentation in a timely way
Ensure that accurate client records are updated on IO/platforms and maintained effectively
Use excellent organisational skills to ensure review diaries are completed within timescales required, client events are planned & managed through
Promote 'Trust in Excellence' by way of first class client service and build/maintain client relationships. Client retention is key to ensuring the ongoing success of the firm
Keeping up to date with relevant regulatory, product, legislative and technical requirements
Making sure all client contact is carried out in a professional and courteous way
Making sure all client files are compliant on an ongoing basis
Making sure all client records are retained in line with the firm's data security and record keeping policies
Maintain a good understanding and overall technical knowledge of platforms used
Ensure accuracy used to avoid mistakes when completing files on platforms, rebalancing & dealing with client queries

PREFERRED SKILLS

Having a positive culture attitude at all times
Attention to detail
The ability to take on and understand the environment we operate it, and the issues this raises
General IT skills, including ability to ensure ongoing knowledge of platform enhancements
Proven ability to work well both as an individual and within a team
Excellent organisational skills
Ability to build and maintain relationships with both existing and new clients
Excellent communication skills with clients, providers and external networking opportunities
Ability to compile reports
Good understanding and knowledge / awareness of other relevant legislation such as:
- The FCA's money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) Guidance and other relevant financial crime legislation, including the Bribery Act

For more information please contact Graeme Hyland on or email

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.