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IFA Admin & Client Services Specialist
Job in
Chorley, Lancashire, WV16, England, UK
Listed on 2026-06-21
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-21
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
IDEX Consulting is seeking an experienced IFA Administrator to join their expanding chartered financial planning firm in Chorley, England. This position involves maintaining client files, preparing meeting documentation, and ensuring compliance with business processes.
The successful candidate will demonstrate strong communication skills and organizational abilities, assisting advisers and clients effectively. Benefits include competitive salary, 28 days holiday, and opportunities for professional development.
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