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IFA Administrator: Client Services & Back‑Office Specialist
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-24
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-07-24
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
IDEX Consulting Ltd is helping a high‑net‑worth practice near Alderley Edge recruit an experienced IFA Administrator. You will handle day‑to‑day admin, support a Financial Planner and Associate, and ensure processes are followed.
Maintain immaculate client records in Curo and Outlook, produce valuations, and prepare planning packs while liaising with providers. Prior experience supporting Financial Advisors is essential.
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