AAT Financial Administrator

1 month ago


Reading, Reading, United Kingdom IDEX Consulting Ltd Full time
IFA Administrator Opportunity

We are seeking a talented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in providing proactive assistance to our Financial Advisors.

Key Responsibilities:
  1. Collaborate with Financial Advisors to ensure seamless client interactions and positive experiences.
  2. Manage Calendars and Scheduling to optimize client meetings and appointments.
  3. Communicate with Affluent Clients to provide exceptional service and support.
  4. Prepare Meeting Materials for Advisors to ensure a professional and efficient process.
  5. Process Invoices and maintain accurate database records.
  6. Database Management to ensure data accuracy and integrity.

As a valued member of our team, you will have opportunities for growth and development, with recent promotions demonstrating our commitment to supporting our employees' careers.

We offer a hybrid/flexible working arrangement, including study support, to help you achieve your goals.



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