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Support Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

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.
  • Client Reviews: Assist in preparing meeting packs, client agreements, and agendas for client reviews.
  • Client Communications: Draft and send client communications, including suitability reports.
  • Post-Meeting Actions: Manage post-meeting actions, ensuring timely follow-up and resolution of client queries.
  • 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 Services 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.