My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.

They are a niche business and their clients typically have £1m - £5m portfolios.

You will analyse and prepare financial reports, effectively use IO system.
Assist in creating financial plans and investment strategies
Provide excellent customer service to clients
Ensure accurate and timely completion of tasks

Experience dealing with HNW individuals is ideal
Proficient in maintaining organised records
Excellent analytical skills and attention to detail

If you are looking to further your career in the financial industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Senior IFA Admin

They are a brilliant business and it is a very relaxed environment.

You must have experience within an IFA practice.
They will support with further qualifications if required.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.