AddressAbout Our Client
An expanding Financial Services group has an opportunity for an IFA Administrator to join their team in Warwick.
Be part of an exciting journey as the Midlands hub of this impressive national firm continues going from strength to strength.
About the Role
This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning.
The main duties of this role include;
Supporting new and existing business cases.
Preparing documentation for client meetings.
Responding to client enquiries.
Preparing valuations.
Processing withdrawal requests.
Liaising with providers and third parties to obtain client information.
Updating systems.
Ensure compliance standards are met.
Applicant requirements;
Essential to have a background providing support and administration across Financial Planning for IFA's, Financial Planners or Financial/ Wealth Advisers.
Be professional, organised and offer good communications skills both written & verbal.
Team player.
What's on Offer
The opportunity to join a friendly and supportive team.
Career development available as as with support for industry qualifications.
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.
