Financial Services Administrator

We are looking for an experienced Administrator to join a growing business in Perth. The successful candidate will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

The ideal candidate will work from the Perth Office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training.

Responsibilities: Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploadedCompliance: performing relevant anti money laundering checks, and checking compliance documentation is completedNew Business Submission: use client database to track new business and current position, updating planner accordinglyExperience IFA Financial Services Administration role Benefits: 28 days holiday, plus bank holidaysFlexible hybrid workingBirthday day offIncome protection for up to 5 yearsOnline discounts and cashback plus 24-hour access to a GP4x salary death in service5% matched pension contributionsCompetitive bonus schemeVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.


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