IFA Administrator

Are you an experienced Wealth Administrator looking to join a forward-thinking company that values career development, flexibility, and a great team culture? We're looking for a proactive and detail-oriented Wealth Administrator to join our growing team in Warwick. This is a hybrid role, offering a competitive salary of up to £32k, along with fantastic benefits, career progression, and professional development opportunities.

• Providing efficient and high-quality administrative support to financial planners.
• Managing and maintaining accurate client records while ensuring compliance.
• Preparing reports, valuations, and essential documentation for client meetings.
• Liaising with clients, providers, and internal teams to ensure seamless service delivery.
• Assisting with new business processing and ongoing client relationship management.
• Staying up to date with regulatory requirements and supporting compliance procedures.

• Experience in financial services administration (Wealth Management, IFA, or similar).
• Strong attention to detail and ability to manage multiple tasks.
• Proficiency in Microsoft Office and financial software.
• A confident communicator, able to build relationships with clients and colleagues.
• A team player with a proactive and adaptable mindset.

• Hybrid working - enjoy a mix of office and home-based flexibility.
• Career progression - structured development pathways and professional training.
• Great benefits package - including pension, wellbeing perks & regular social events.
• A supportive, forward-thinking culture - work in a collaborative and innovative environment.

If you're ready to take the next step in your career with a company that truly values its people, we'd love to hear from you!

Apply today or get in touch for more details.

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Our Diversity, Equity and Inclusion Mission

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.