At a Glance
- Tasks: Support clients and advisers by managing paperwork and transactions in a busy back-office.
- Company: IDEX Consulting Ltd, a dynamic firm in Gloucester with a collaborative culture.
- Benefits: Hybrid working, career progression, and a supportive team environment.
- Other info: Exciting opportunities for professional growth in the financial sector.
- Why this job: Join a growing team and make a real difference in client support.
- Qualifications: Experience in IFA administration and strong attention to detail.
The predicted salary is between 23400 - 28600 £ per year.
IDEX Consulting Ltd in Gloucester is seeking an experienced IFA Administrator to support the full client journey, handling new business, client requests and ongoing transactions with advisers.
You will work across a busy back-office environment in a hybrid setting.
Working closely with Financial Advisers, you’ll ensure accuracy and efficiency while handling paperwork and data entry for client records, payments and submissions.
This role offers strong collaboration and career progression.
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Hybrid IFA Administrator: Client & Adviser Support in Gloucester employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
