Job Description

Job description

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.

Currently, they require an IFA Administrator to join their team in St Helens due to an internal progression of an existing team member.
The client administration team is responsible for the day-to-day support and servicing of our clients.

The role will see you working closely with the Administration Manager/Team Leader and established team of Administrators to provide an integral function to the wider team.


Client Administration Support and Servicing will include:

  • Providing proactive and dedicated assistance to Advisers
  • Managing Adviser's diaries and arranging client meetings
  • Contacting clients by telephone / email / Portal to ensure that the processing of their advice in not held up
  • Liaising with internal and external stakeholders, such as providers, to chase out...

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