Administrative Assistant
6 days ago
Job Summary
We are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As a key member of our financial services team, you will provide administrative support to our advisers, ensuring the smooth delivery of financial services to our clients.
Key Responsibilities
- Client Support: Provide exceptional client service, including phone calls, meeting arrangements, and correspondence.
- Diary Management: Organize and manage the diaries of our advisers, ensuring they are up-to-date and accurate.
- Document Preparation: Prepare client agreements, meeting packs, and other documents as required.
- Communication: Draft client communications, including suitability reports, and ensure timely delivery.
- Post-Meeting Actions: Manage post-meeting actions, including follow-up tasks and client feedback.
- Technology Support: Utilize existing and new technology to deliver support in a profitable manner.
Support to the Managing Director
- Diary Management: Manage the diary of the Managing Director, ensuring they are up-to-date and accurate.
- Action Management: Manage actions, prepare meeting agendas and papers, and work with clients as required.
Requirements
- Technical Skills: Proficient in MS Office applications, platforms, and websites, including Cashcalc, FE analytics, and Dynamic Planner.
- Financial Knowledge: Understanding and knowledge of financial services products, providers, and regulation.
About IDEX Consulting
IDEX Consulting is a leading provider of financial services, committed to delivering exceptional client service and support. We strive for an inclusive company culture, where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
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