Senior IFA Administrator
2 weeks ago
IFA Administrator Role Overview
We 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 coordination.
- Collaborate closely with Financial Advisors to provide proactive assistance and support.
- Communicate effectively with affluent and high-net-worth clients to ensure a positive experience.
- Assemble meeting materials for Advisors before client meetings to ensure they are well-prepared.
- Raise invoices where required to maintain accurate financial records.
- Manage databases to ensure accurate and up-to-date information.
Benefits:
- 30 days annual leave + bank holidays to ensure work-life balance.
- 10% bonus to recognize and reward outstanding performance.
- Flexible and hybrid working to accommodate individual needs.
- Private medical insurance to protect your health and wellbeing.
- Healthcare cash plan to support your financial security.
- 5% employer pension contribution to support your long-term financial goals.
- Study support to develop and progress in your career.
We offer huge opportunities for progression and professional growth, demonstrated by recent promotions within our team. If you are a motivated and organized individual looking for a new challenge, we encourage you to apply for this exciting opportunity.
-
IFA Administration Team Leader
3 days ago
Cheltenham, UK, Gloucestershire, United Kingdom mbf Full timeWe are working with an award-winning financial planning organisation to recruit an IFA Administration Team Leader. Our client is a reputable business who are currently undergoing a sustained period of growth, they are a well-known name in the industry and pride themselves on providing exceptional financial planning services to clients across to UK.Due to...
-
Senior Administrator
5 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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Business Administrator
6 days ago
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...
-
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...
-
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...
-
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...
-
Senior Financial Administrator
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob DescriptionWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our financial advisory services.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless communication and...
-
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...
-
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...
-
Senior Client Servicing Coordinator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time £32,000IFA Administrator OpportunityWe are seeking a 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 calendars and schedule client meetings to ensure seamless...
-
Senior Client Servicing Coordinator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time £32,000IFA Administrator OpportunityWe are seeking a 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 calendars and schedule client meetings to ensure seamless...
-
Financial Services Coordinator
2 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 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...
-
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...
