As a Financial Services Administrator, the successful applicants will be responsible for supporting financial consultants by managing and administering a portfolio of pension and personal wealth clients.

Responsibilities

• Obtain quotes, illustrations, product information and appropriate paperwork
• Prepare annual reviews/valuations
• Process new business
• Liaise with providers
• Deal with client queries

Knowledge and skills:

• Experience in a similar financial services role

Salary: £25,000 - £30,000 doe

Benefits package:
Group pension
Life assurance
Income protection
Health cash plan

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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.