IDEX Consulting Ltd
Wetherby LS22, UK
Join a Leading Chartered Financial Planning Firm An exciting opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award-winning financial planning practice based near Wetherby. This well-established firm is known for delivering exceptional client service, maintaining the highest professional standards, and investing in the development of its people.This role would suit an organised and client-focused financial services professional looking to build a long-term career within a supportive and collaborative environment. The Role As an IFA Administrator, you will play a key role in supporting Financial Planners and delivering an outstanding experience for clients. Working as part of a dedicated client services team, you will provide comprehensive administrative support across a broad range of financial planning and wealth management services. Key responsibilities include: Providing administrative support to Financial Planners across pensions,...
