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IFA Administrator

Job description

We are working with a growing wealth firm based in Leeds who are looking to recruit their next IFA Administrator.

This role offers:

  • Leading benefits package
  • Holidays (40 days)
  • Progression
  • Flexible working

Key duties and responsibilities:

You will be part of a busy team providing support a number of Financial Advisers with duties including:

  • Carrying out all admin duties 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

To be successful for this role you will have:

  • Experience in IFA Admin
  • Accuracy
  • Attention to detail

For further information on this IFA Administrator role in Leeds please click apply and a full role profile and company details will be provided.

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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.