IFA Administration Specialist

21 hours ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time

IFA Administration Specialist

We are seeking an experienced IFA Administration Specialist to join our team in Bristol. This is an excellent opportunity for someone with a passion for financial services administration to take their career to the next level.

The ideal candidate will have 2+ years of experience in financial services administration, with a proven track record of providing proactive assistance to financial advisors. Key responsibilities include managing calendars, scheduling client meetings, communicating with affluent clients, assembling meeting materials, raising invoices, and database management.

In return for your expertise, we offer a competitive salary of £35,000 + bonus, as well as a range of benefits including hybrid and flexible working, private medical insurance, employee pension scheme, 30 days annual leave, dental insurance, health cash plan, and study support.



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