Administrative Support Specialist

1 month ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full time
IFA Administrator Opportunity

IDEX Consulting is partnering with a leading Financial Advisory group to find a skilled IFA Administrator to support their team.

Key Responsibilities:

  1. Collaborate with Financial Advisors to provide proactive support and ensure seamless client experiences.
  2. Manage diaries and arrange client meetings with precision.
  3. Liaise with high-net-worth clients to deliver exceptional service and support.
  4. Prepare meeting packs and documentation for Advisors.
  5. Process invoices and maintain accurate database records.

This hybrid role offers a unique blend of office and remote work, with access to study support for those seeking professional development.



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