Senior Client Servicing Coordinator
4 weeks ago
We are seeking a skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a vital role in supporting our Financial Advisors and delivering exceptional client experiences.
Key Responsibilities:
- Manage calendars and schedule client meetings to ensure seamless communication and coordination.
- Collaborate closely with Financial Advisors to provide proactive assistance and support.
- Communicate effectively with affluent and high-net-worth clients to ensure a positive experience.
- Assemble meeting materials for Advisors before client meetings to ensure timely and accurate preparation.
- Raise invoices where required to maintain accurate financial records.
- Manage databases to ensure up-to-date information and efficient record-keeping.
What We Offer:
- A competitive salary of £32K DOE.
- 10% bonus scheme to recognize outstanding performance.
- 30 days annual leave to ensure work-life balance.
- Private healthcare to support your well-being.
- Hybrid / flexible working arrangements to suit your needs.
- Study support to help you achieve your career goals.
About Us:
IDEX Consulting Ltd is a leading financial advisory group dedicated to delivering exceptional client experiences. We offer a supportive and collaborative team environment, with opportunities for progression and professional growth.
If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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