Admin Assistant

6 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time
About the Role

An exciting opportunity has arisen for an IFA Administrator to join our forward-thinking company, IDEX Consulting Ltd, in Bristol. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisors and ensuring the smooth delivery of our services.

With a focus on delivering exceptional client experiences, we are looking for an individual with 2+ years of experience in financial services administration who can work collaboratively as part of our team.

Compensation Package: £35,000 + Bonus per annum

Responsibilities
  • Assist Financial Advisors with calendar management and client meetings
  • Build strong relationships with clients and stakeholders
  • Prepare meeting materials and manage databases
  • Identify opportunities for process improvements
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package including hybrid & flexible working
  • Private Medical Insurance and Employee Pension Scheme
  • Dental Insurance, Health cash plan, and Study support

Working Arrangement: Bristol / Hybrid



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