Senior IFA Administrator

2 months ago


West Midlands, United Kingdom Idex Full time

My client is a Chartered Holistic IFA practice based near Solihull in Warwickshire who manage over £750million in client assets.

The role is for a Senior Administrator to join a friendly and welcoming team who regularly attend social and charity events.

Details of the role:

  • Arranging and booking meetings for a team of Financial Planners
  • Working closely with advisers and clients to deliver the proposition
  • Processing new business, generating illustrations and valuations
  • Working closely with management team


Candidate requirements:

  • The successful candidate will have a background as a Financial Planning / IFA Administrator
  • Be a team player
  • Opportunity to take further exams all paid for and progression if required
  • Knowledge of Intelliflo ideal but not essential

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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