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Financial Services Administrator

Job description

Idex Consulting have a new opportunity for an Financial Services Administrator to join a IFA Practice.

You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments.


Using IO system and a variety of platforms
Letters of Authority, death claims, changes to address
Process new business
Liaise with providers
Deal with client queries

Relevant experience within a Financial Services background
Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential
Experience of Intelligent Office
Experience of using Platforms and Provider websites desirable but not essential

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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.