IDEX Consulting Ltd is seeking an experienced Senior IFA Administrator in Bolton to support clients, advisers and providers. The role involves valuations, illustrations, and processing of new business, with a strong emphasis on accuracy and compliance.
The successful candidate will have prior IFA or financial services experience, familiarity with corporate schemes and SSAS knowledge, and will work in a team-oriented, client-focused environment with hybrid working (2 days from home).
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