IFA Operations Coordinator

3 days ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time
About the Role

We are seeking a highly skilled individual to join our team as a Client Journey Manager. In this role, you will work closely with clients, creating personalized packs and obtaining quotes to meet their needs. Strong communication and problem-solving skills are essential for success in this position.

Key Responsibilities

• Develop and maintain relationships with clients, providing exceptional service and support throughout the client journey.
• Collaborate with internal teams to ensure seamless progress and successful outcomes.
• Stay up-to-date with industry developments and best practices to continuously improve services offered to clients.

What We Offer

This role comes with a competitive estimated salary of £45,000 - £55,000 per annum, reflecting the importance of this position in delivering excellent client experiences.

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