Senior IFA Admin & Client Service Specialist

IDEX Consulting Ltd near Alderley Edge is recruiting an experienced IFA Administrator to join a high-net-worth practice. You will support a Financial Planner and Associate Financial Planner, handling daily administration, new business processing and back-office tasks.

Key duties include maintaining immaculate records in Curo and Outlook, producing valuations and planning packs, and ensuring all provider communications are captured.

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