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IFA Administrator: Client Reports & Compliance Specialist
Posted 6 hours 4 minutes ago by IDEX Consulting
Permanent
Full Time
Other
Staffordshire, Newcastle, United Kingdom, ST5 0
Job Description
A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process. Previous experience in an IFA environment is essential for this role.
IDEX Consulting
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