IFA Operations Coordinator

3 days ago


Manchester, United Kingdom IDEX Consulting Full time

Job Title: IFA Operations Coordinator

Location: Manchester city centre

Salary: £32,000 - £42,000 per annum

Job Overview:

IDEX Consulting is seeking a highly organized and detail-oriented IFA Operations Coordinator to join our team in Manchester city centre. As a key member of our financial operations team, you will be responsible for coordinating and supporting the day-to-day activities of our financial planners and directors.

Key Responsibilities:

  • Coordinate client communications and documentation
  • Liaise with financial planners and paraplanners as required
  • Manage client records and ensure compliance
  • Utilize excellent organizational skills to complete review diaries within timescales and manage client events effectively

Requirements:

  • Minimum 1-2 years of experience in a similar role
  • Excellent communication and interpersonal skills
  • Ability to maintain confidentiality and handle sensitive information
  • Proficient in Microsoft Office and ability to learn new systems

What We Offer:

  • A dynamic and inclusive work environment
  • Ongoing training and development opportunities
  • A competitive salary and benefits package


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