IFA Administrator

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.

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Our Diversity, Equity and Inclusion Mission

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.