Administration & Customer Liaison Specialist - Flexible Working

2 days ago


Northallerton, North Yorkshire, United Kingdom IDEX Consulting Full time
Unlock Your Potential in a Thriving Financial Advisory Business

IDEX Consulting is proud to partner with a leading Financial Advisory business, renowned for its exceptional growth across the UK. This exciting opportunity has arisen due to an internal progression, offering a unique chance to join a dynamic team.

Key Responsibilities:
  1. Proactive Support: Collaborate closely with Financial Advisors to provide exceptional support, ensuring seamless client experiences.
  2. Diary Management: Efficiently manage diaries and arrange client meetings, guaranteeing timely and effective communication.
  3. Client Liaison: Build strong relationships with affluent and high-net-worth clients, delivering a personalized and professional service.
  4. Meeting Preparation: Prepare comprehensive meeting packs for Advisors, ensuring clients receive the highest level of support.
  5. Administrative Tasks: Raise invoices, manage databases, and perform other administrative duties as required.

This role offers a hybrid working pattern (3 days office/2 days home) and access to study support, making it an ideal opportunity for those seeking career advancement and work-life balance.



  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Humankind Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our North Yorkshire Horizons service in Scarborough. As an integral member of our dynamic multi-agency team, you will provide administrative support and oversee the running of reception to ensure a welcoming and efficient environment for our recovery staff and service...


  • Northallerton, North Yorkshire, United Kingdom Northern Powergrid Full time

    Job Title: Administrator (Regional Customer Service Support)Are you looking for a challenging role that will allow you to utilize your administrative skills and provide excellent customer service? We are seeking a highly organized and detail-oriented Administrator to join our team at Northern Powergrid.Key Responsibilities:Provide administrative support to...


  • Northallerton, North Yorkshire, United Kingdom Northern Powergrid Full time

    Job Title: Administrator (Regional Customer Service Support)Are you looking for a challenging role that will allow you to utilize your administrative skills and provide excellent customer service? We are seeking a highly organized and detail-oriented Administrator to join our team at Northern Powergrid.Key Responsibilities:Provide administrative support to...


  • Northallerton, North Yorkshire, United Kingdom Broadacres Housing Full time

    Customer Engagement OfficerWe are seeking a skilled Customer Engagement Officer to join our team at Broadacres Housing. As a key member of our team, you will be responsible for engaging with customers, ensuring their voices are heard, and providing exceptional service.Key Responsibilities:Develop and maintain strong relationships with customers,...


  • Northallerton, North Yorkshire, United Kingdom Broadacres Housing Full time

    Customer Engagement OfficerWe are seeking a skilled Customer Engagement Officer to join our team at Broadacres Housing. As a key member of our team, you will be responsible for engaging with customers, ensuring their voices are heard, and providing exceptional service.Key Responsibilities:Develop and maintain strong relationships with customers,...


  • Northallerton, North Yorkshire, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityIDEX 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...


  • Northallerton, North Yorkshire, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityIDEX 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...


  • Northallerton, North Yorkshire, United Kingdom Si Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Si Recruitment. As an Admin Assistant, you will provide comprehensive administrative support to our office staff, ensuring seamless day-to-day operations.Key Responsibilities:Provide exceptional administrative support to senior management and office...


  • Northallerton, North Yorkshire, United Kingdom Si Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Si Recruitment. As an Admin Assistant, you will provide comprehensive administrative support to our office staff, ensuring seamless day-to-day operations.Key Responsibilities:Provide exceptional administrative support to senior management and office...


  • Northallerton, North Yorkshire, United Kingdom Si Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Si Recruitment. As an Admin Assistant, you will provide comprehensive administrative support to our office staff, ensuring seamless day-to-day operations.Key Responsibilities:Provide exceptional administrative support to senior management and office...


  • Northallerton, North Yorkshire, United Kingdom Si Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Si Recruitment. As an Admin Assistant, you will provide comprehensive administrative support to our office staff, ensuring seamless day-to-day operations.Key Responsibilities:Provide exceptional administrative support to senior management and office...


  • Northallerton, North Yorkshire, United Kingdom Si Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Si Recruitment. As an Admin Assistant, you will provide comprehensive administrative support to our office staff, ensuring seamless day-to-day operations.Key Responsibilities:Provide exceptional administrative support to senior management and office...


  • Northallerton, North Yorkshire, United Kingdom Si Recruitment Full time

    We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Si Recruitment. As an Admin Assistant, you will provide comprehensive administrative support to our office staff, ensuring seamless day-to-day operations.Key Responsibilities:Provide exceptional administrative support to senior management and office...