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IFA Administrator

Job description

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.

We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.

You will be responsible for processing and monitoring technical business, both new and existing.

You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary.

Candidates need to have previous experience within a Financial Planning role (IFA only) and a professional communication manner.

Working towards your diploma in financial services is desired.

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