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Client Services Administrator

2 months ago

cornwall, United Kingdom IDEX Consulting Ltd Full time

IFA Administrator - £25,000 + Bonus – Cornwall / Hybrid - (Two Positions Available)


I’m currently looking for IFA Administrators to join a family-owned Chartered Financial Planning firm With continued success driving their growth, they are seeking individuals with ideally 12 months of experience in IFA administration.


The firm is known for its relaxed, supportive work culture, where no suits are required. With a strong track record of internal promotions, they invest in their team’s development, offering a nurturing environment to help you advance your career. If you're ambitious, they provide excellent opportunities for growth, including study support to help you achieve your professional goals.


Your Role:

As the IFA Administrator, you’ll be the first point of contact for clients, managing paperwork, answering phones, producing valuation letters, and assisting with review packs. You’ll work closely with paraplanners to ensure seamless service for our clients.


Benefits:

The company provides a competitive benefits package, including 25 days of annual leave with the option to buy or sell up to 5 additional days. Enjoy early finishes on Fridays, flexible hybrid working (3 days in the office, 2 days from home), and an annual performance-based bonus scheme.


The business offers huge opportunities for progression, demonstrated by many longstanding members of staff. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.


If you're looking for a welcoming, professional environment where your career can flourish, apply now to


IFA Administrator - £25,000 + Bonus – Cornwall / Hybrid - (Two Positions Available)