Administrator - Independent Financial Adviser (Ifa)

4 weeks ago


Leamington Spa Warwickshire, United Kingdom IDEX Consulting Full time

An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis.
This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and business owners.
Support Chartered Financial Planner with client support and administration
The ideal candidate will have a background supporting Financial Planners with back office duties.
A competitive salary and company benefits are linked with this opportunity.
Salary £25-35k with home and office hybrid working.
Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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