IDEX Consulting Ltd
Birmingham, UK
An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment. The Role As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement. Key Responsibilities Provide end-to-end administrative support...
