At a Glance
- Tasks: Support Financial Planners and manage client inquiries for smooth operations.
- Company: IDEX Consulting Ltd, a leading firm in financial planning.
- Benefits: Competitive salary, private medical, pension, life assurance, and generous holidays.
- Other info: Enjoy a hybrid work model with great career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client administration and strong communication skills.
The predicted salary is between 27000 - 33000 £ per year.
IDEX Consulting Ltd in Edinburgh is seeking an experienced IFA Client Administrator to join our Financial Planning team, providing essential support to Financial Planners, handling client inquiries and ensuring smooth day-to-day operations.
This hybrid role offers office-based work for the first six months with a 3 days in the office / 2 days at home pattern thereafter, along with a competitive salary, private medical, pension and life assurance, and generous holiday allowances.
IFA Client Administrator (Hybrid) - Financial Planning 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.
