Ifa Admin

2 weeks ago


Newton Abbot, United Kingdom Idex Full time

We are working with a Chartered Financial Planners in Newton Abbot who would like to offer an individual with a background in financial services administration opportunity to work within their business.

This role will see you working closely with different departments, admin, paraplanning and the advising team. If you are looking for a forward thinking, supportive and developing business that will support your financial services career into trainee paraplanning or even later down the line into advising this is a firm that can support that.

This is a fantastic opportunity for someone who wants to be an Administrator working closely within a tight-knit team, ideally you will have experience as an Administrator within the financial planning profession supporting either Paraplanners or Financial Planners.

You will be working across pensions, investments with the back office system Intelligent Office, administering pre and post sales administration.

For the right individuals part time and flexible working will be considered. For more information on this company and financial services administration role please click apply.

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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