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Form of workWe are working closely with an expanding Chartered IFA practice with offices across Gloucester and Droitwich
The ideal candidate will have experience of working within a financial planning firm, and ideally have used the back office system IO/Intelligent Office!
This role will see you working closely with the financial planners, and Paraplanners as the firm operates in a pod structure. This means you will get full exposure to the full financial planning process and be given the opportunity to really get involved with the clients journey from start to finish.
This role would suit someone who enjoys mentoring and supervising junior members of staff (or would like to be involved in this element) This is a business that prides themselves on training and development so if this is something of interest you can be involved!
Keen to speak with those within a commutable distance to Gloucester Keys or Droitwich for this IFA Admin role.
For more information please click apply.
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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.
