Idex Consulting have a new hybrid opportunity for an IFA Services Administrator to join an IFA practice in Wakefield.
You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.
Some of the duties are:
- Prepare suitability reports
- Preparing applications
- Using 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
- Candidates with IFA administration experience essential
Please apply if interested
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.