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IFA Administrator

Job description

IDEX Consulting have multiple new opportunities for IFA Administrators to join a national brand who are currently expanding.

The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays 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.

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. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.