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IFA Administrator

Job description

Our client are growing to be the leading financial advice firm in the North of England. They are People - focused in everything they do with a family culture and will look after their team in the same way that they look after their clients, building and investing in personal relationships for the long term. Due to growth our client is looking for a Client Services Administrator to join their team.

This role is to provide an excellent technical support service to advisers and clients, ensuring that high quality financial advice is researched, documented and evidenced on all occasions.

Role Responsibilities:

  • Client Liaison
  • Valuation Reports/ Review Packs
  • New Business Processing
  • Client Administration
  • Communication
  • Achieve excellence
  • Flexibility


  • Accuracy
  • Deadlines
  • IFA administrative support

Please apply if you are interested and excited to be a part of this growing firm with great benefits and career progression.

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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.