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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator Role OverviewWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial services team, you will be responsible for providing administrative support to our Financial Advisors.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless communication and...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be responsible for providing proactive assistance to Financial Advisors, managing calendars, and communicating with affluent and high-net-worth clients.Key...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be responsible for providing proactive assistance to Financial Advisors, managing calendars, and communicating with affluent and high-net-worth clients.Key...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistance and...
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Senior Administrator
4 days ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeWe're seeking a highly skilled IFA Administrator to join our dynamic team at IDEX Consulting in Cheltenham and Bath. As a key member of our operations team, you'll play a vital role in providing exceptional support to our financial advisors and clients.Key ResponsibilitiesClient Support: Collaborate closely with financial advisors to provide proactive...
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Business Administrator
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator Job DescriptionWe are seeking a talented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our advisory group, you will play a crucial role in providing proactive assistance to our Financial Advisors.Responsibilities:Collaborate closely with Financial Advisors to provide exceptional support and ensure a seamless...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator RoleWe are seeking a skilled IFA Administrator to join our team at IDAX Consulting. As a key member of our financial advisory group, you will play a vital role in supporting our Financial Advisors and delivering exceptional client experiences.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive...
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Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator RoleWe are seeking a skilled IFA Administrator to join our team at IDAX Consulting. As a key member of our financial advisory group, you will play a vital role in supporting our Financial Advisors and delivering exceptional client experiences.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive...
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Administrative Support Specialist
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeI'm seeking a talented IFA Administrator to join a leading financial advisory group. Due to the company's success, they're looking for individuals with 12 months+ experience in IFA administration. This is a fantastic opportunity to be part of a thriving team, offering huge opportunities for progression.Key Responsibilities:Collaborate closely with Financial...
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Financial Services Coordinator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd.As an IFA Administrator, you will be responsible for managing calendars and scheduling client meetings, collaborating closely with Financial Advisors to provide proactive assistance, and communicating with affluent and...
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Financial Services Coordinator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd.As an IFA Administrator, you will be responsible for managing calendars and scheduling client meetings, collaborating closely with Financial Advisors to provide proactive assistance, and communicating with affluent and...
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Financial Services Coordinator
1 week ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will be responsible for managing calendars and scheduling client meetings, collaborating closely with Financial Advisors, and communicating with affluent and high-net-worth clients.Key Responsibilities:Manage calendars...
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Financial Services Coordinator
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeIFA Administrator OpportunityWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As a key member of our financial advisory group, you will play a vital role in supporting our Financial Advisors and ensuring a seamless experience for our clients.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive...
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Financial Services Coordinator
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator RoleWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a vital role in supporting our Financial Advisors and delivering exceptional client experiences.Key Responsibilities:Manage client calendars and schedule meetings with precision and...
IFA Administrator
2 months ago
We are seeking an experienced IFA Administrator to join our team at Hooray Works Ltd. As a key member of our financial services team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.
Key Responsibilities- Onboard new clients and manage their accounts with precision and attention to detail.
- Compile investment illustrations and other financial documents with accuracy and efficiency.
- Liaise with clients and providers to resolve queries, valuations, and plan alterations in a timely and professional manner.
- Previous experience as an IFA Administrator, with a strong understanding of financial services and regulations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Detail-focused and organized, with a strong work ethic and ability to work under pressure.
- A competitive salary and benefits package, including 25 days holiday and study support.
- The opportunity to work with a dynamic and growing team, with a focus on career development and progression.
- A bonus opportunity and on-site parking, making this a great career move for the right candidate.
