Senior Client Servicing Coordinator

4 weeks ago


Nuneaton, Warwickshire, United Kingdom IDEX Consulting Ltd Full time £32,000
IFA Administrator Opportunity

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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