Professional Services Assistant

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full time

**Key Responsibilities**

The ideal candidate will have the following skills and qualifications:

  • Manage calendars and schedule client meetings
  • Collaborate closely with Financial Advisors to provide proactive assistance
  • Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
  • Assemble meeting materials for Advisors before client meetings
  • Raise invoices where required
  • Database management

In return, we offer a competitive salary of £28,000 DOE, hybrid/flexible working, 28 days annual leave + bank holidays, and access to various benefits and training opportunities.



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