Ifa Administrator
3 days ago
We are working with a growing wealth firm based in Leeds who are looking to recruit their next IFA Administrator.
**This role offers**:
- Leading benefits package
- Holidays (40 days)
- Progression
- Flexible working
**Key duties and responsibilities**:
You will be part of a busy team providing support a number of Financial Advisers with duties including:
- Carrying out all admin duties for all financial services products
- Using Intelligent Office system and a variety of platforms
- Obtain quotes, illustrations, product information and appropriate paperwork
- Prepare annual reviews/valuations
- Process new business
- Liaise with providers
- Deal with client queries
**To be successful for this role you will have**:
- Experience in IFA Admin
- Accuracy
- Attention to detail
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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