IFA Administrator

About the RoleIDEX Consulting Ltd is seeking an experienced IFA Administrator to join their team in a dynamic and fast-paced environment. As an IFA Administrator, you will play a crucial role in supporting the Office Manager and Financial Planners in providing an efficient, high-quality, and compliant service to clients.Key ResponsibilitiesProcess new...

Job Summary:IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their team. The successful candidate will provide administrative support to the Office Manager and Financial Planners, ensuring an efficient, high-quality, and compliant service to clients.Key Responsibilities:Process new business applications and prepare valuation reports...

Job Summary:IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their team. The successful candidate will provide administrative support to the Office Manager and Financial Planners, ensuring an efficient, high-quality, and compliant service to clients.Key Responsibilities:Process new business applications and prepare valuation reports...

Job Summary:IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their team. The successful candidate will provide administrative support to the Office Manager and Financial Planners, ensuring an efficient, high-quality, and compliant service to clients.Key Responsibilities:Process new business applications and prepare valuation reports...

Job Title: IFA AdministratorAt IDEX Consulting Ltd, we are seeking an experienced IFA Administrator to join our team in a dynamic and challenging role.Key Responsibilities:Business Operations: Assist the Office Manager and Financial Planners in providing an efficient, high-quality, and compliant service to clients.New Business Processing: Process new...

Job Title: IFA AdministratorAt IDEX Consulting Ltd, we are seeking an experienced IFA Administrator to join our team in a dynamic and challenging role.Key Responsibilities:Business Operations: Assist the Office Manager and Financial Planners in providing an efficient, high-quality, and compliant service to clients.New Business Processing: Process new...

Our client, a leading financial services firm, is seeking an experienced IFA Administrator to join their team. The successful candidate will provide administrative support to the financial planners and office manager, ensuring the delivery of a high-quality and compliant service to clients. Key Responsibilities: Process new business applications and ensure...

Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: Remote (Hybrid working)Job Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing efficient, high-quality, and compliant service to our...

Job Title: IFA Administrator - Client Support SpecialistCompany: Finlink LtdJob Type: Full-timeLocation: Remote (Hybrid working)Job Description:Job Summary:We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing efficient, high-quality, and compliant service to our...

Job Title: IFA AdministratorAt IDEX Consulting Ltd, we are seeking an experienced IFA Administrator to join our team. The successful candidate will provide administrative support to our Financial Planners, ensuring the delivery of an efficient, high-quality, and compliant service to our clients.Key Responsibilities:Business Processing: Process new business,...

Job Title: IFA AdministratorAt IDEX Consulting Ltd, we are seeking an experienced IFA Administrator to join our team. The successful candidate will provide administrative support to our Financial Planners, ensuring the delivery of an efficient, high-quality, and compliant service to our clients.Key Responsibilities:Business Processing: Process new business,...

An independent financial planning and wealth advisory firm in Leamington Spa has an opportunity for an IFA/Financial Planning Administrator to work on a hybrid basis. This role will provide back office and client support for a Director Chartered Financial Planner who advises clients on investment, estate and retirement planning for private clients and...

Job OverviewNJR Recruitment is seeking a highly skilled IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting the delivery of high-quality financial services to our clients.Key ResponsibilitiesPension Scheme Administration: Assist in the administration of pension schemes, ensuring accurate and timely...

Job OverviewNJR Recruitment is seeking a highly skilled IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting the delivery of high-quality financial services to our clients.Key ResponsibilitiesPension Scheme Administration: Assist in the administration of pension schemes, ensuring accurate and timely...

**Job Summary** IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their team in a compliance-focused role. The successful candidate will support the Office Manager and Financial Planners in providing an efficient, high-quality, and compliant service to clients. **Key Responsibilities:** Process new business transactions while ensuring...

**Job Summary** IDEX Consulting Ltd is seeking an experienced IFA Administrator to join their team in a compliance-focused role. The successful candidate will support the Office Manager and Financial Planners in providing an efficient, high-quality, and compliant service to clients. **Key Responsibilities:** Process new business transactions while ensuring...

Benefits and PerksWe offer a comprehensive benefits package to support your well-being and career growth.Holiday Entitlement: 23 days plus statutory public holidays, increasing to 26 days plus SPH after 5 years, and 29 days plus SPH after 10 years.Pension Scheme: Contributory pension scheme with ER contribution of 5% and EE minimum contribution of 3%,...

Benefits and PerksWe offer a comprehensive benefits package to support your well-being and career growth.Holiday Entitlement: 23 days plus statutory public holidays, increasing to 26 days plus SPH after 5 years, and 29 days plus SPH after 10 years.Pension Scheme: Contributory pension scheme with ER contribution of 5% and EE minimum contribution of 3%,...

**Job Summary**IDEX CONSULTING LTD is seeking an experienced IFA Administrator to support the Office Manager & Financial Planners in providing an efficient, high-quality, and compliant service to clients.**Key Responsibilities:**Process new business and prepare valuation reports to ensure timely and accurate delivery.Prepare performance documentation for...

**Job Summary**IDEX CONSULTING LTD is seeking an experienced IFA Administrator to support the Office Manager & Financial Planners in providing an efficient, high-quality, and compliant service to clients.**Key Responsibilities:**Process new business and prepare valuation reports to ensure timely and accurate delivery.Prepare performance documentation for...