IFA Administrator

2 weeks ago


Reading, Reading, United Kingdom IDEX Consulting Full time
IFA Administrator Opportunity

We are seeking a highly organized and proactive IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors in delivering exceptional client service.

Key Responsibilities:
  1. Collaborate with Financial Advisors: Work closely with our Financial Advisors to provide proactive assistance and ensure seamless client interactions.
  2. Calendar Management: Manage calendars and schedule client meetings to optimize productivity and client satisfaction.
  3. Client Communication: Communicate effectively with affluent and high-net-worth clients to ensure a positive experience and meet their needs.
  4. Meeting Preparation: Assemble meeting materials for Advisors before client meetings to ensure a smooth and successful experience.
  5. Invoice Management: Raise invoices where required to maintain accurate financial records.
  6. Database Management: Manage our database to ensure accurate and up-to-date information.

As an IFA Administrator at IDEX Consulting, you will have the opportunity to work in a supportive and collaborative team environment. We offer hybrid/flexible working arrangements, including study support, to help you achieve your career goals.

If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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