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Senior IFA Admin & Client Service Specialist
Job in
Alderley Edge, Cheshire, SK9, England, UK
Listed on 2026-08-04
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-08-04
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
IDEX Consulting Ltd near Alderley Edge is recruiting an experienced IFA Administrator to join a high-net-worth practice. You will support a Financial Planner and Associate Financial Planner, handling daily administration, new business processing and back-office tasks.
Key duties include maintaining immaculate records in Curo and Outlook, producing valuations and planning packs, and ensuring all provider communications are captured.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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