Senior Administrator

2 hours ago


Cornwall, United Kingdom IDEX Consulting Ltd Full time £25,000
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our team at IDEX Consulting Ltd. As the first point of contact for clients, you will be responsible for managing paperwork, answering phones, and producing valuation letters.

You will work closely with paraplanners to ensure seamless service for our clients. The company provides a competitive benefits package, including 25 days of annual leave with the option to buy or sell up to 5 additional days.

Enjoy flexible hybrid working (3 days in the office, 2 days from home) and an annual performance-based bonus scheme. If you are ambitious and looking for opportunities for growth, we encourage you to apply.

Key Responsibilities:

  • Manage client paperwork and correspondence
  • Answer phone calls and respond to client inquiries
  • Produce valuation letters and review packs
  • Work closely with paraplanners to ensure seamless service

What We Offer:

  • Competitive salary and bonus scheme
  • Flexible hybrid working arrangement
  • 25 days of annual leave with option to buy or sell additional days
  • Opportunities for growth and development


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