Senior Administrator
7 days ago
We are seeking an experienced IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our services to clients.
Key Responsibilities:
- Manage client paperwork and documentation
- Provide exceptional customer service and support
- Assist with review packs and valuation letters
- Work closely with paraplanners to ensure seamless service delivery
What We Offer:
- A competitive salary of £25,000 + bonus
- A hybrid working arrangement with 3 days in the office and 2 days from home
- 25 days of annual leave with the option to buy or sell up to 5 additional days
- Early finishes on Fridays
- An annual performance-based bonus scheme
About Us:
IDEX Consulting Ltd is a family-owned Chartered Financial Planning firm with a strong track record of internal promotions and a nurturing environment that supports the development of our team members.
We are committed to providing excellent opportunities for growth and development, including study support to help you achieve your professional goals.
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