At a Glance
- Tasks: Manage daily admin tasks and support Financial Planners in a high-net-worth practice.
- Company: Join a reputable consulting firm near Alderley Edge with a focus on client services.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in the finance sector.
- Why this job: Be part of a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in supporting Financial Advisors and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
IDEX Consulting Ltd is helping a high‑net‑worth practice near Alderley Edge recruit an experienced IFA Administrator.
You will handle day‑to‑day admin, support a Financial Planner and Associate, and ensure processes are followed.
Maintain immaculate client records in Curo and Outlook, produce valuations, and prepare planning packs while liaising with providers.
Prior experience supporting Financial Advisors is essential.
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IFA Administrator: Client Services & Back‑Office Specialist 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.
