Idex Consulting has a new opportunity for an IFA Administrator to join a large IFA Practice.
You will be part of a team providing support to many financial advisers and will be dealing with all financial products such as pensions and investments.
Responsibilities:
1. Using IO system and a variety of platforms
2. Obtain quotes, illustrations, product information, and appropriate paperwork
3. Prepare annual reviews/valuations
4. Process new business
5. Liaise with providers
6. Deal with client queries
You must have experience as a Financial Services administrator to be successful in your application.
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Our Diversity, Equity, and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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