Senior Financial Administrator

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time

Job Description

We are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our financial advisory services.

Key Responsibilities:

  • Manage calendars and schedule client meetings to ensure seamless communication and coordination.
  • Collaborate closely with Financial Advisors to provide proactive assistance and support.
  • Communicate effectively with affluent and high-net-worth clients to ensure a positive experience.
  • Assemble meeting materials for Advisors before client meetings to ensure they are well-prepared.
  • Raise invoices where required to maintain accurate financial records.
  • Manage our database to ensure accurate and up-to-date information.

Benefits:

  • 30 days annual leave + bank holidays to ensure you have time to relax and recharge.
  • 10% bonus to reward your hard work and dedication.
  • Flexible and hybrid working to suit your needs and preferences.
  • Private medical insurance to protect your health and wellbeing.
  • Healthcare cash plan to help you manage unexpected expenses.
  • 5% employer pension contribution to support your long-term financial goals.
  • Study support to help you develop and progress in your career.

We offer a supportive and collaborative team environment, with a proactive and passionate approach to our work. If you are a motivated and organized individual with a passion for administration, we would love to hear from you.



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