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Administrative Support Specialist

2 months ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full time

IFA Administrator Opportunity

IDEX Consulting is working with a leading Financial Advisory group, demonstrating significant growth across the UK. This role has become available due to an internal progression of an existing team member.

Key Responsibilities:

  1. Proactive Support - Work closely with Financial Advisors to offer support and ensure a smooth process for clients.
  2. Diary Management - Arrange client meetings and manage diaries to ensure efficient use of time.
  3. Client Liaison - Liaise with affluent and high net worth clients to provide a seamless experience.
  4. Meeting Preparation - Prepare meeting packs prior to client meetings on behalf of Advisors.
  5. Administrative Tasks - Raise invoices where required and manage databases.

Working Arrangements

The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.