Administrative Support Specialist for Independent Financial Services

4 days ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team of financial services professionals. As an IFA Administrator, you will play a critical role in supporting our team of advisers in providing exceptional service to our clients.

Key Responsibilities:
  • Administrative Support: Provide comprehensive administrative support to enable our advisers to deliver high-quality financial advice and wealth management services to clients.
  • Data Management: Collate and process data, and produce client-centric reports and documentation in a timely and accurate manner.
  • Client Communication: Handle client inquiries and provide exceptional customer service via phone and in-person interactions.
  • Report Preparation: Create accurate and professional reports to articulate the advice provided to clients.
  • Research and Development: Conduct research and create compelling reports for clients under supervision, with a focus on delivering high-quality results.
Ideal Candidate:
  • Team Player: A good team player with excellent communication and interpersonal skills.
  • Administrative Experience: Previous administration experience, preferably in a professional office setting.
  • Financial Services Background: Previous experience in the financial services industry, specifically in wealth management.


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