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Financial Services Administrator

Job description

Idex Consulting have 2 new opportunities for IFA Administrators to join a national brand who are currently expanding UK wide. We are looking to speak with individuals within the Bristol region.

The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days!) and pension scheme.

You will be part of a busy team providing support a number of financial advisers with duties including:

  • Writing basic reports
  • Cradle to grave admin for all financial services products
  • Using Intelligent Office system and a variety of platforms
  • Obtain quotes, illustrations, product information and appropriate paperwork
  • Prepare annual reviews/valuations
  • Process new business
  • Liaise with providers
  • Deal with client queries

You MUST have some experience as an IFA Administrator to be successful in your application. If you do not your application will not be considered.

In return you will receive a really competitive salary and join a well run business with great job satisfaction and excellent scope for career progression to Paraplanner and beyond.


  • 40 days annual leave
  • 9% pension, however if we pay 2% the company will pay an additional 2%
  • 8x salary DIS
  • PMI
  • PHI
  • Blended working
  • 40 weeks mat and pat full pay
  • 6 months full pay for sickness

For more information on this role, please click apply!

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