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Business Operations Specialist

2 months ago

Birkenhead, Wirral, United Kingdom Idex Full time
Key Responsibilities
  • Process new business and servicing changes on provider platforms and update the CRM system.
  • Produce and package client annual review packs for advisors, including appointment and electronic delivery.
About the Role

At Idex, we are seeking a highly organized and detail-oriented professional to join our team as an Administrator to Senior IFA. The successful candidate will be responsible for managing business operations and ensuring seamless client relationships.

This is an excellent opportunity for a motivated individual to take on new challenges and contribute to the growth and success of our organization.