Adzuna

IFA Administrator

IDEX Consulting Ltd
Leeds, UK
£28,000 – £33,000
1 day ago
Accounting & Finance Jobs

Skills & Technologies

ComplianceFinancial PlanningDetail-Oriented

Job Description

An established and growing financial planning practice is seeking a highly organised and detail-oriented IFA Administrator to support advisers and deliver an excellent client experience.This is an excellent opportunity for an experienced administrator looking to develop their career within financial services. The successful candidate will play a key role in supporting the client journey, processing new business, maintaining accurate records, and ensuring compliance requirements are met. Key Res…

Company & Role Analysis

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Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style

Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.

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