Administrative Support Specialist

2 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

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:

  1. Proactive Support: Collaborate closely with Financial Advisors to provide exceptional support and ensure a smooth client experience.
  2. Diary Management: Effectively manage diaries and arrange client meetings to optimize productivity.
  3. Client Liaison: Build strong relationships with affluent and high net worth clients to deliver a seamless experience.
  4. Meeting Preparation: Prepare meeting packs for Advisors, ensuring all necessary information is readily available.
  5. 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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