IFA Support Professional

2 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time
Job Summary

We are seeking an experienced IFA Administrator to join our team at 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.

The ideal candidate will have excellent communication skills, be proactive and able to work closely with our Financial Advisors to provide exceptional support to our clients.

Salary Information: £35,000 + Bonus per annum

Main Responsibilities
  • Support Financial Advisors with client meetings and database management
  • Develop strong relationships with clients and stakeholders
  • Prepare meeting materials and raise invoices where required
  • Contribute to the improvement of our processes
Our Benefits
  • A collaborative and dynamic work environment
  • Opportunities for professional growth and development
  • A competitive compensation package including hybrid & flexible working
  • Private Medical Insurance, Employee Pension Scheme, and Dental Insurance
  • Health cash plan, Study support, and more

Location: Bristol / Hybrid



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