IFA Office Manager Job at IDEX Consulting Ltd (Newcastle-under-Lyme)

Regional Paraplanner Manager

Focused, motivational and inspiring. Our Regional Paraplanning Managers are resp...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A confident and effective people manager with a proven ability to develop, motivate, and empower others
Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
Preferably has experience managing teams across multiple office locations
Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
Strong IT skills, with proficiency in research tools—ideally including Financial Express
Able to balance commercial business needs with regulatory and compliance requirements
Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
Capable of providing technical support and guidance to Report Writers and Paraplanners
In-depth understanding of financial services products and the wider financial planning landscape
Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively

Job Responsibility

Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
Provide high-quality paraplanning support to Private Client Advisers when required
Establish and promote consistent standards for the paraplanner role across regional offices
Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

IFA Administrator

Join a well-established financial institution dedicated to providing comprehensi...

Location

United Kingdom , London

Salary:

27000.00 - 30000.00 GBP / Year ▼

Office Angels

Expiration Date

Until further notice

Requirements

Experience as an administrator
Familiarity with relevant regulations and legislation
Prior experience using Xplan software
Highly organised with excellent communication skills
Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail and accuracy
Ability to manage time effectively and multitask
Remain calm when faced with conflicting demands
Open to change with a creative approach to problem-solving
Demonstrates a positive attitude towards work

Job Responsibility

Handle general client administration tasks
Process and monitor new business using CURO event lists
Create Client Review Packs as trained by the Administration Manager
Ensure Advisor Office is updated with all relevant information
Contact clients to book reviews in line with the client review process
Answering phones and handling inquiries
Draft and send post-meeting letters as required
Keep client Factfinds up to date
Ensure continual compliance with Health & Safety requirements
Maintain clean and organised data records

What we offer

Be part of a prestigious financial institution with a strong reputation
Engage in a dynamic and fast-paced work environment
Utilise and enhance your administrative skills

Fulltime

New

Client Services Executive

A fantastic opportunity to join one of the UK’s leading independent financial ad...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Client Liaison & Servicing – Act as the first point of contact for client queries
Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner
Hold regular 1:1 meeting with advisers to set clear workflow priorities
Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post
preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes

What we offer

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

Fulltime

Private Client Support Administrator

Chase de Vere are known as experts in our field and we pride ourselves on the re...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone
Good time management and organisational skills
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

Job Responsibility

Providing 1-1 support for Independent Financial Advisers
Responding to day to day technical and process queries from Advisers, Administrators and Clients
Preparing client meeting packs
Recording and updating the back office systems
Booking client review appointments and managing IFA’s diary
Maintaining client files throughout the application stage
Processing new business received via post or online
Loading relevant data on to the CRM database
Updating IFA’s & Clients’ on the progress of their new business cases
Adhering to FCA regulations and internal policy and procedure

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Regional Director

Reporting directly to the CEO and working closely with the CFO and CRO. Office: ...

Location

United Kingdom

Salary:

Not provided

Perspective Financial Group Ltd

Expiration Date

Until further notice

Requirements

Understanding of an offices P&L and Regulatory Framework and the effect both have in respect of acquisitions
Detailed knowledge of the IFA sector
Ideally with previous financial planning experience
Able to effectively manage multiple concurrent tasks
Previous experience of integrations of acquisitions and/or change management desirable

Job Responsibility

Roll-out of business development strategies to encourage organic growth amongst offices in the group by maximising new clients wins and minimising existing client losses
Work with advisers and office principals to establish connections within the professional market and encourage new client referrals
Ensuring that the vendors and where appropriate, the target’s advisers are fully appraised in respect of the firm’s CIP, known as Cambridge Investments and understand the benefits and how to confidently discuss the CIP with clients
Compare the firm’s current CIP to Cambridge, which includes liaising with the Reg team to discuss their findings from DD, and a detailed comparison of performance – an analyst will assist with this
Manage client relationships and maintain competency

What we offer

25 days holiday (rising with length of service) plus Bank Holidays
Holiday Purchase Scheme
Birthday leave
E-Discounts
Electric Car Scheme
Life Assurance
Pension
Corporate Eyecare
Cyclescheme
Employee Referral Scheme

Fulltime

Team Manager – Administration

As a Team Manager you will work closely with our Head of Client Support to ensur...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A good level of experience in an administration supervisory role within the financial services, ideally within an IFA
Experience of leading or managing a team
A good knowledge and understanding of a wide range of financial products, including employee benefits products
Ability to build and develop effective working relationships at all levels
Some experience of training on a one-to-one basis and in a group environment

Job Responsibility

Responsible for the day-to-day oversight and management of the administration team
Acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement
To hold regular one to one’s meetings with individuals
To deal with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Regional Operations Manager
To work closely with the Head of Client Support, to identify and implement the necessary changes to processes, procedures and working practices within the team
To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
To assess the department’s workload and capacity on a daily basis, prioritising and reallocating the work as required
To ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times
At busy time periods the team manager will also be expected to assist with the work if/when required
To assist the Head of Client Support, and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Investment Solutions Sales

We are looking for our next team member who will be joining us as a Senior Inves...

Location

United Kingdom , London

Salary:

Not provided

Lynceus Partners

Expiration Date

Until further notice

Requirements

Master/Bachelor degree or equivalent in Finance, Economics, Engineering…
A minimum of 5 years of experience in offering investment solutions to institutional clients and IFAs based in the UK
A working knowledge of the private assets market or a willingness and interest to develop professional competencies in this class of assets
The ability and willingness to work in an entrepreneurial environment
Fluent in English

Job Responsibility

co-develop our presence in the UK and more specifically with family offices and independent Asset Managers
accountable for the commercial strategy on this market, including client acquisition and retention strategies, promotion of Lynceus Partners' financial expertise and technological solutions as well as revenue generation
enlarge and diversify client’s portfolio
deliver cross asset solutions as well as other outcome-oriented investment products (private debt, private equity) that will match client’s needs
manage a Team of Sales

What we offer

An intra-preneurial project with the possibility to build your own brand
A boutique approach to appealing asset class both on direct and listed markets

Fulltime

Ifa Administrator

We're working with a highly respected Independent Financial Adviser firm based i...

Location

United Kingdom , Cardiff

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Previous experience in a financial services or professional office environment (ideally 2 years+)
Strong organisational skills with excellent attention to detail
Confident communicator, both written and verbal, with a client-focused attitude
Comfortable working independently as well as part of a collaborative team
Familiarity with investments, pensions, or life products would be an advantage but not essential

Job Responsibility

Preparing and maintaining client files and documentation in line with FCA requirements
Liaising with advisers, paraplanners, and product providers to obtain valuations, quotations, and policy information
Supporting client review meetings by preparing packs and ensuring client information is up to date
Managing incoming and outgoing correspondence, updating records on the CRM system, and handling general administrative tasks
Assisting with new business processing and keeping clients informed on progress updates

What we offer

Company pension scheme
Free on-site parking
Full training on internal systems and support for professional development, including financial services qualifications

Fulltime

IFA Office Manager

IDEX Consulting Ltd

Location:
United Kingdom , Newcastle-under-Lyme

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 08, 2026

Expiration:
March 13, 2026

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Location:United Kingdom , Newcastle-under-Lyme

Category:Finance

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 08, 2026

Expiration:March 13, 2026

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Job Posted:
January 08, 2026

Expiration:
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