Administrative Support Specialist
2 weeks ago
IFA Administrator Opportunity
IDEX Consulting is partnering with a leading Financial Advisory group to find a skilled IFA Administrator to support their team.
Key Responsibilities:
- Proactive Support: Collaborate closely with Financial Advisors to provide exceptional support and ensure a smooth client experience.
- Diary Management: Effectively manage diaries and arrange client meetings to optimize productivity.
- Client Liaison: Build strong relationships with affluent and high net worth clients to deliver a seamless experience.
- Meeting Preparation: Prepare meeting packs for Advisors, ensuring all necessary information is readily available.
- Administrative Tasks: Raise invoices, manage databases, and perform other administrative duties as required.
Working Arrangements: This role offers a hybrid working pattern, with 3 days spent in the office and 2 days working from home. Study support is also available to help you achieve your career goals.
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