IFA Administrator
IDEX Consulting
- Royal Leamington Spa, Warwickshire
- £35,000 per year
- Permanent
- Full-time
- Support Chartered Financial Planner with client support and administration
- Offer preparation support for client meeting prep, client enquiries, fund switches, Valuations and new business
- Update systems and client records
- Deal with providers and 3rd parties
- The ideal candidate will have a background supporting Financial Planners with back office duties.
- The ability to work independently, be organised and prioritise workloads
- Industry qualifications are desirable but not essential