Client Administrator

Role Purpose
As a Client Administrator, you will play a pivotal role in supporting Financial Planners and the wider paraplanning team to efficiently implement financial advice. You will own key stages of the new business process, maintain meticulous client records and ensure everything is processed accurately, promptly and compliantly to directly drive better client outcomes.

Key Responsibilities

• New business & provider administration: manage the end-to-end new business application process within established service levels. Process Letters/Transfers of Authority and collaborate directly with providers and third parties to resolve queries efficiently
• Client records & operational accuracy: update and maintain complete client profiles within our primary back-office system (CURO), proactively actioning system tasks, resolving exceptions and managing data control reports
• Planner & client support: assist Financial Planners by actively chasing pipeline business, prepping materials for upcoming client meetings and handling phone enquiries from clients and external partners professionally
• Compliance & continuous improvement: identify operational improvements to simplify existing processes, uphold rigorous regulatory standards and escalate any client complaints or material issues promptly

What We Are Looking For

• Background: proven experience working in financial services, a national advice business, or a similarly regulated environment
• Role experience: previous success working as a Client Administrator or in a comparable, client-focused financial administration position
• Technical skills: strong proficiency in Microsoft Office. Previous experience using the CURO back-office system or provider platforms is highly beneficial, though comprehensive system training will be provided
• Core attributes: exceptional written and verbal communication, excellent time management, careful handling of confidential information and a collaborative, solution-oriented mindset

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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.