Business Development Coordinator

4 weeks ago


Northallerton, North Yorkshire, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we're partnering with a leading Financial Advisory business to find a skilled IFA Administrator. This role has become available due to an internal promotion, offering a great opportunity for career growth.

The successful candidate will work closely with Financial Advisors, providing proactive support and ensuring a smooth client experience. Key responsibilities include:

  • Diary management and arranging client meetings
  • Liaising with high-net-worth clients to deliver exceptional service
  • Preparing meeting packs and raising invoices as required
  • Database management and maintaining accurate records

This role offers a hybrid working pattern, with 3 days in the office and 2 days working from home. Study support is also available for those looking to progress their careers.

Our company values diversity, equity, and inclusion, and we strive to create an inclusive work environment where everyone can thrive.


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