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IFA Admin

Job description

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding in Belfast.

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:

  • 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. I.O. experience would also be beneficial.

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.

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.