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Administrative Support Specialist
2 months ago
IDEX Consulting is partnering with a leading Financial Advisory business to find an IFA Administrator to support their team.
This opportunity has arisen due to an internal progression of an existing team member who has recently moved to the Paraplanning team.
Key Responsibilities- Provide proactive support to Financial Advisors, ensuring seamless client interactions.
- Manage diaries and arrange client meetings with precision.
- Liaise with high-net-worth clients to deliver exceptional experiences.
- Prepare meeting packs for Advisors, ensuring all necessary information is included.
- Raise invoices as required, maintaining accurate records.
- Effectively manage databases, ensuring up-to-date information.
The Financial Advisory business offers a supportive and collaborative environment, with a proactive approach to work. This role will have a hybrid working pattern (3 days office/2 days home) with study support available for those who wish to progress.
