IFA Operations Coordinator
3 days ago
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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