Administration and Customer Service Representative
16 hours ago
IDEX Consulting is partnering with a leading Financial Advisory business to find an IFA Administrator to support their team.
The role involves working closely with Financial Advisors to provide proactive support, managing diaries, arranging client meetings, and liaising with high-net-worth clients to ensure a smooth experience.
The business offers an excellent pathway to progress, with a supportive and collaborative team that has a proactive and energetic approach to their work.
The role will have a hybrid working pattern (3 days office/2 days home) with study support available.
Key Responsibilities:
- Provide proactive support to Financial Advisors
- Manage diaries and arrange client meetings
- Liaise with high-net-worth clients
- Prepare meeting packs for Advisors
- Raise invoices where required
- Database management
About the Business:
The Financial Advisory business delivers high-quality services to their clients, and this role will play a key part in supporting their team.
What We Offer:
IDEX Consulting is committed to finding the right candidate for this role and offers a range of benefits, including study support and a hybrid working pattern.
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