My client is a HNW practice near Alderley Edge. They are looking for an experienced IFA Adminisatrator to join their team.The Role

• To deal with day-to-day administration involved in servicing clients and writing new business
• In this role you will work closely with a Financial Planner and Associate Financial Planner to service a defined client bank
• Ensure that all company processes are adhered to
• Ensure that all communications are recorded and indexed
• Ensure immaculate and up-to-date records on the back-office system (Curo)
• Manage and maintain a task list within Curo and Outlook
• New business processing, completing forms and submitting to financial product providers
• Producing valuations
• Production of annual planning meeting preparation packs
• General administration and processing

Knowledge& Experience

• Previous experience suppiorting Financial Advisors
• Ability to demonstrate ownership & independence in previous roles
• Ability to manage own workload and prioritise work effectively
• Experience of Curo and SharePoint desirable
• Experience of dealing with demanding clients
• Administration experience
• Experience of dealing with various providers desirable

For more information please contact Graeme Hyland on or email

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.