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Financial Services Administrator

Job description

We are looking for an experienced Administrator to join a growing business in Perth. The successful candidate will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

The ideal candidate will work from the Perth Office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training.


  • Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded
  • Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed
  • New Business Submission: use client database to track new business and current position, updating planner accordingly


  • IFA Financial Services Administration role


  • 28 days holiday, plus bank holidays
  • Flexible hybrid working
  • Birthday day off
  • Income protection for up to 5 years
  • Online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Competitive bonus scheme

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.