IDEX Consulting Ltd in Wetherby is looking for an experienced IFA Administrator to support Financial Planners and deliver exceptional client experiences. This role suits an organized, client-focused professional aiming for a long-term career.
The position involves managing client records, preparing meeting packs, and liaising with various stakeholders. The firm offers a supportive environment, comprehensive training, and a range of benefits including a discretionary bonus and generous annual leave.
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