Financial Services Administrator

4 weeks ago


Reading, Reading, United Kingdom IDEX Consulting Full time
Administrative Support for Financial Advisors

We are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrative Assistant, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service.

Key Responsibilities:
  • Collaborate with Financial Advisors to provide proactive administrative support, ensuring seamless client interactions.
  • Manage calendars and schedule client meetings to optimize advisor availability and client satisfaction.
  • Communicate effectively with affluent and high-net-worth clients to ensure a positive experience.
  • Prepare meeting materials for advisors, ensuring all necessary information is readily available.
  • Process invoices as required, maintaining accurate records and ensuring timely payments.
  • Database management to maintain accurate and up-to-date client information.

As a member of our team, you will have the opportunity to work in a dynamic and supportive environment, with a focus on professional development and growth. We offer a hybrid/flexible working arrangement, including study support, to help you achieve your career goals.

If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity to join our team at IDEX Consulting.



  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our business.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our business.Key Responsibilities:Collaborate with Financial Advisors: Work closely with our...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and contribute to the success of our financial advisory group.Key Responsibilities:Provide proactive administrative support to Financial Advisors, ensuring seamless client interactions and efficient operations.Manage calendars and schedule...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and contribute to the success of our financial advisory group.Key Responsibilities:Provide proactive administrative support to Financial Advisors, ensuring seamless client interactions and efficient operations.Manage calendars and schedule...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrative Assistant, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Proactive Assistance: Collaborate...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrative Assistant, you will play a vital role in supporting our Financial Advisors in delivering exceptional client service.Key Responsibilities:Proactive Assistance: Collaborate...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job OpportunityWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our business.Key Responsibilities:Collaboration with Financial Advisors: Work closely with our financial advisors to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job OpportunityWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our business.Key Responsibilities:Collaboration with Financial Advisors: Work closely with our financial advisors to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job DescriptionWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and provide exceptional support to our clients.Key Responsibilities:Proactive Assistance: Work closely with Financial Advisors to ensure seamless client experiences.Calendar Management: Schedule client meetings and manage calendars to...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    IFA Administrator Job DescriptionWe are seeking a skilled IFA Administrator to collaborate with our Financial Advisors and provide exceptional support to our clients.Key Responsibilities:Proactive Assistance: Work closely with Financial Advisors to ensure seamless client experiences.Calendar Management: Schedule client meetings and manage calendars to...


  • Reading, Reading, United Kingdom Finlink Ltd Full time

    Job SummaryFinlink Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As a Financial Services Administrator, you will play a vital role in supporting the office manager and financial planners in providing an efficient, high-quality, and compliant service.Key ResponsibilitiesProcess new business and...


  • Reading, Reading, United Kingdom Mobilize Financial Services - UK Full time

    We are seeking a highly skilled Customer Service Representative to join our team at Mobilize Financial Services in the UK. In this role, you will be the primary point of contact for customers and suppliers, providing exceptional service and support to ensure seamless interactions.Key responsibilities include:Responding to customer and supplier inquiries in a...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in providing exceptional support to our Financial Advisors.Key Responsibilities:Collaborate with Financial Advisors to provide proactive assistance...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Administrative Support for Financial AdvisorsWe are seeking a highly organized and detail-oriented Administrative Support to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in providing exceptional support to our Financial Advisors.Key Responsibilities:Collaborate with Financial Advisors to provide proactive assistance...


  • Reading, Reading, United Kingdom IDEX Consulting Full time

    Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and support.Manage calendars and schedule client meetings to ensure seamless communication.Communicate with affluent and high-net-worth clients to deliver a positive experience.Assemble meeting materials for Advisors before client meetings to ensure...


  • Reading, Reading, United Kingdom Bupa - Care Homes Full time

    Financial AdministratorWe are seeking a highly skilled Financial Administrator to join our team at Bupa Care Homes. As a key member of our finance department, you will be responsible for managing financial transactions, ensuring accurate record-keeping, and providing exceptional customer service.Key Responsibilities:Process financial transactions, including...


  • Reading, Reading, United Kingdom Bupa - Care Homes Full time

    Financial AdministratorWe are seeking a highly skilled Financial Administrator to join our team at Bupa Care Homes. As a key member of our finance department, you will be responsible for managing financial transactions, ensuring accurate record-keeping, and providing exceptional customer service.Key Responsibilities:Process financial transactions, including...


  • Reading, Reading, United Kingdom Blakemore Recruitment Full time

    Job Title: IFA Sales Support AdministratorAbout the Role:We are seeking a highly organized and detail-oriented IFA Sales Support Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth running of our firm.Key Responsibilities:Provide clerical...


  • Reading, Reading, United Kingdom Blakemore Recruitment Full time

    Job Title: IFA Sales Support AdministratorAbout the Role:We are seeking a highly organized and detail-oriented IFA Sales Support Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth running of our firm.Key Responsibilities:Provide clerical...


  • Reading, Reading, United Kingdom Bupa Full time

    Financial Administrator Job DescriptionAbout the Role:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate...