IDEX Consulting Ltd in Blackpool is seeking an experienced IFA Administrator to support Financial Planners, handle new business and respond to client queries. You will be the first contact for the financial planning team and providers to deliver a first-class service.
The role involves arranging client meetings, preparing application forms and letters of authority, and coordinating with paraplanning and central services to ensure timely case progression and accurate paperwork.
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Hybrid IFA Administrator — Financial Planning Support in Preston employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
