Senior IFA Administrator

4 days ago


West Midlands Combined Authority, United Kingdom IDEX Consulting Full time
Senior Administrator to Senior IFA

Our client, a Chartered Holistic IFA practice based in the Midlands, is seeking a highly organized and detail-oriented Senior Administrator to join their team.

The ideal candidate will have a background in Financial Planning or IFA administration and be able to work closely with a team of Financial Planners to deliver exceptional client service.

Key Responsibilities:

  • Arrange meetings and appointments for the Financial Planning team
  • Process new business, generate illustrations, and valuations
  • Work closely with the management team to ensure seamless operations

Candidate Requirements:

  • Proven experience as a Financial Planning or IFA Administrator
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Knowledge of Intelliflo is a plus, but not essential

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment


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