IFA Support Specialist

5 days ago


Harrogate, North Yorkshire, United Kingdom IDEX Consulting Full time

IDEX Consulting offers a unique opportunity for a skilled IFA Support Specialist to join our team. As a key member of our support team, you will play a vital role in helping our Financial Advisers deliver high-quality advice to clients.

Job Summary:
  • Provide comprehensive support to Financial Advisers, ensuring they have the necessary information to deliver excellent client service
  • Collaborate with providers to obtain plan details and update records as needed

To be successful in this role, you will need to have a strong understanding of financial services and the ability to maintain accurate records. A salary of £37,500 - £42,500 per year is available for the right candidate.

We value diversity and inclusion at IDEX and strive to create a workplace where everyone feels welcome and valued.

Responsibilities:
  • Manage and maintain accurate client and plan information in Intelligent Office (IO)
  • Communicate effectively with providers to obtain plan details
  • Process transactions and updates in a timely manner


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