Senior IFA Administrator: Lead Client Service & Mentoring

Company: IDEX Consulting Ltd.
Apply for the Senior IFA Administrator: Lead Client Service & Mentoring
Location: Wakefield
Job Description:

IDEX Consulting Ltd. is seeking a Senior IFA Administrator to join our growing financial planning team in Wakefield. You will provide comprehensive admin support for advisers and clients while guiding less experienced colleagues and helping with complex inquiries.

You will manage client documentation, new business processing, and post-implementation admin for investments and pensions, while ensuring regulatory compliance and data accuracy.

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Posted: September 27th, 2026