Executive Administrator

5 days ago


Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Full time

We are looking for an Executive Administrator - IFA to join our team in Cheltenham or Bath. As a key member of our team, you will be responsible for providing administrative support to Financial Advisors, ensuring seamless client experiences.

The successful candidate will have experience in managing calendars, scheduling client meetings, and communicating with affluent and high-net-worth clients. They will also assemble meeting materials, raise invoices, and manage databases.

We offer a competitive salary package, including hybrid working, 28 days annual leave, group life assurance, pension contribution, health cash plan, funded training, long service rewards, and access to voluntary discounted benefits. Recent promotions within our company demonstrate opportunities for progression, making this an ideal career move for ambitious individuals.

Job Description:

Company Overview

IDEX Consulting is a highly respected financial advisory group based in Cheltenham and Bath. We pride ourselves on our dynamic and forward-thinking approach, committed to employee growth and satisfaction.

Salary and Benefits

Our competitive salary package includes:

  • £40,000 - £50,000 per annum (dependent on experience)
  • Hybrid working arrangement
  • 28 days annual leave + bank holidays
  • Group Life Assurance 4 x Salary
  • 5% pension contribution
  • Health cash Plan
  • Funded Training - will cover the cost of exams, etc.
  • Long Service Rewards
  • 2 paid Volunteer days
  • Access to Voluntary Discounted Benefits
  • Electric Vehicle Scheme


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