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IFA Administrator

2 months ago

Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

Job Summary

We are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will provide critical support to our financial advisors, ensuring seamless day-to-day operations and exceptional client experiences.

Key Responsibilities

  • Client Support: Serve as the primary point of contact for clients, handling phone calls, arranging meetings, and providing exceptional customer service.
  • Diary Management: Organize and manage the diaries of our financial advisors, ensuring timely appointments and meetings.
  • Client Reviews: Prepare and manage client reviews, including the creation of meeting packs and agendas.
  • Document Preparation: Draft and prepare client communications, including suitability reports, client agreements, and agendas.
  • Post-Meeting Actions: Manage post-meeting actions, ensuring timely follow-up and resolution of client queries.
  • Technology Support: Utilize existing and new technology to deliver support in a profitable manner.

Support to the Managing Director

  • Diary Management and Oversight: Manage the diary of the Managing Director and oversee their inbox, ensuring timely responses to client queries.
  • Meeting Preparation: Prepare meeting agendas and papers, ensuring the Managing Director is well-prepared for client meetings.
  • Client Liaison: Work closely with clients, providing exceptional customer service and support.

Requirements and Qualifications

  • Technical Skills: Proficient in all MS Office applications, platforms, and websites, including Cashcalc, FE analytics, and Dynamic Planner.
  • Financial Services Knowledge: Understanding and knowledge of financial services products, providers, and regulation.

What We Offer

At IDEX Consulting Ltd, we strive to create an inclusive and equitable work environment where everyone can thrive. We are committed to driving conscious inclusion across our business and creating pathways for growth and development.