Administrative Professional

1 week ago


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

We are seeking an experienced IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial services team, you will be responsible for providing exceptional support to our clients and colleagues.

Your Key Responsibilities:
  • Manage client paperwork and correspondence
  • Provide administrative support to our Paraplanners
  • Assist with review packs and valuation letters
  • Be the first point of contact for clients
What We Offer:
  • A competitive benefits package, including 25 days of annual leave
  • Flexible hybrid working (3 days in the office, 2 days from home)
  • An annual performance-based bonus scheme
  • Opportunities for progression and professional development

We are committed to creating an inclusive and supportive work environment where everyone can thrive. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

Please visit our website for more information about our company culture and values.



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