Financial Operations Assistant

1 day ago


Chorley, Lancashire, United Kingdom IDEX Consulting Full time

IDEX Consulting, a renowned chartered financial planning firm, seeks a detail-oriented and organized IFA Administrator to join their team in Chorley. As a key member of the team, you will be responsible for managing pipelines, maintaining client files, and preparing cases for Paraplanning.

About the Job
  • Pipeline Management: Ensure all business transactions are properly recorded, chased, and completed on time.
  • File Management: Maintain accurate and complete client files, adhering to company standards.
  • Support Services: Prepare cases for Paraplanning, providing essential information and resolving outstanding queries.
  • Administrative Support: Offer assistance in various tasks, including meeting clients, answering phone calls, and handling inquiries.

We offer a competitive salary of £28,000 - £38,000 per annum, along with a comprehensive benefits package, including:

  • 28 days holiday (plus Bank holidays)
  • Learning and development opportunities
  • 1 hour early finish on Fridays
  • Work Place Pension
  • Exam and study leave
  • Staff spot bonus (monthly nominations)
  • Employee Assistance Programme


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