IFA Administrator

IDEX Consulting; Coventry; Hybrid; GBP 32,000; Full time

Job description

Are you an experienced financial administrator looking for a new challenge in a collaborative and forward-thinking environment?

We're looking for Wealth Administrators to join a growing team in Meriden, supporting financial advisers with essential administrative tasks. With a competitive salary of up to £32k, great benefits, and opportunities for progression, this is a fantastic opportunity to develop your career in wealth management.

What You'll Be Doing:

• Preparing review packs, valuations, and reports to support client meetings
• Handling client queries and ensuring a seamless client experience
• Processing new business submissions and investment rebalances
• Liaising with advisers, paraplanners, and providers to ensure smooth operations
• Maintaining accurate client records using back-office systems (experience with Intelligent Office (IO) is a plus but not essential)

What We're Looking For:

• Previous experience in financial administration
• Strong organisational skills and attention to detail
• A proactive team player with excellent communication skills
• Ability to work efficiently in a fast-paced, team-oriented environment
• A driver's license is required due to office location

Why Join Us?

• Hybrid working - flexibility after probation
• Career growth - internal promotions and exam support available.
• Great benefits - 28 days holiday (plus bank holidays), pension (5% employer match), discretionary bonus, and death in service.
• Supportive culture - work with a close-knit team in a growing business.

If you're ready to take the next step in your financial services career, we'd love to hear from you! Apply today or get in touch for more details.