Ifa Administrator - Exeter, United Kingdom - Idex
Description
A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Exeter with hybrid work from home and office flexibility.
This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement planning.The main duties of this role include;
- Support Financial Planners with client support and administration
- Develop working relationship with clients, financial planners and paraplanning team
- Support duties include Client meeting prep, Client enquiries, Fund switches, Valuations and new business
- Third party/ provider and investment team liaison
- Ensuring high standards are met in accordance with industry standards
- The ability to work towards deadlines and prioritise workloads
- Industry qualifications are desirable but not essential
- Be team and client focused
Training and development support available if you wish to progress your career in Financial Services and complete industry related qualifications.
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
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