
▷ [4/10/2025] IFA Administrator
5 hours ago
Overview
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice. You will be part of a team providing support to many Financial Advisers and will be dealing with all financial products such as pensions and investments.
Responsibilities
- Using IO 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
Qualifications
You must have experience as a Financial Services Administrator to be successful in your application.
Opportunities and Privacy
Visit the IDEX Consulting Ltd website for further opportunities. The information supplied may be retained for up to 10 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.
Diversity, Equity and Inclusion
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.
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