IFA Administrator: Client Support & Compliance Lead
Posted 8 hours 49 minutes ago by IDEX Consulting
Permanent
Full Time
Other
Kent, Tonbridge, United Kingdom, TN103
Job Description
IDEX Consulting is seeking an experienced IFA Administrator to support an Adviser, manage calendars, and handle client queries. You will liaise with product providers, prepare case packs, and ensure compliance with AML standards.
Responsibilities include processing paperwork across investments, pensions, and protection, plus coordinating meetings and communications with clients. A strong eye for detail and excellent communication are essential.