Intelliflo-Pro IFA Administrator & Paraplanner in Worcester

Intelliflo-Pro IFA Administrator & Paraplanner in Worcester

Worcester Full-Time No working from home possible
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IDEX Consulting Ltd. in Worcester is seeking an IFA Administrator to support Financial Advisers and the wider team, handling workflows, client records and documentation.

This role offers exposure across pensions, investments and protection within a growing independent financial planning business. You will work with a proactive, detail-oriented approach, using Intelliflo/Intelligent Office daily, and you will contribute to client reviews, new business, and research while developing your technical

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Intelliflo-Pro IFA Administrator & Paraplanner in Worcester 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.

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Contact Details:

IDEX Consulting Ltd Recruitment Team