IFA Administrator

IDEX Consulting; Borehamwood; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Advisory group in Borehamwood is looking for an IFA Administrator. The role involves supporting Financial Advisors, managing client meetings, and maintaining databases. The position offers a hybrid working pattern and includes study support. Benefits include private medical insurance, a discretionary annual bonus, and increasing holiday entitlement based on service. Join an inclusive culture focused on fairness and authentic representation.

Benefits

Private Medical Insurance

Group Income Protection

Employee Assistance Programme

Medicash (healthcare cash back plan)

Pension 5% employer contribution

25 days + 8 bank holidays

Qualifications

• Experience supporting Financial Advisors in an administrative role.
• Ability to manage multiple tasks and client relationships.
• Strong organizational skills and attention to detail.

Responsibilities

• Work closely with Financial Advisors to offer pro‑active support.
• Manage diaries and arrange client meetings.
• Liaise with affluent clients to ensure a smooth process.
• Prepare meeting packs prior to client meetings.
• Raise invoices where required.
• Maintain database management.

Skills

Diary management

Client liaison

Database management

Pro‑active support

Job description

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.

Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.

Duties include:

• Working closely with Financial Advisors to offer pro‑active support
• Diary management and arranging client meetings
• Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
• Prepare meeting packs prior to client meetings on behalf of Advisors
• Raise invoices where required
• Database management

The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that has a pro‑active and energetic approach to their work.

The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.

Benefits

• Death in Service (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% employer contribution, 3% employee contribution
• Discretionary 10% annual bonus based on company performance
• 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year

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.