Financial Services Administrator

4 weeks ago

Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

Financial Services Administrator

**Job Summary**

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting. As a key member of our team, you will provide administrative support to our Advisers, ensuring the smooth operation of our financial services business.

**Key Responsibilities**

* Provide exceptional administrative support to our Advisers, including managing their diaries, preparing meeting packs, and drafting client communications.

* Manage client reviews, prepare meeting agendas, and papers, and deliver support in a profitable manner, making use of existing and new technology.

* Support the Managing Director and work closely with clients to deliver high-quality services.

* Manage actions, prepare meeting agendas and papers, and work with clients to ensure seamless service delivery.

**Requirements**

* Efficient in all MS Office applications, platforms, and websites.

* Proficient in Cashcalc, FE analytics, and Dynamic Planner.

* Understanding and knowledge of financial services products, providers, and regulation.

**What We Offer**

* A dynamic and inclusive work environment.

* Opportunities for professional growth and development.

* A competitive salary and benefits package.

**How to Apply**

If you are a motivated and organized individual with a passion for financial services, please submit your application, including your resume and a cover letter, to [insert contact information].

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