Financial Services Coordinator
4 weeks ago
Job Summary:
We are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will be responsible for providing proactive assistance to our Financial Advisors, managing calendars and scheduling client meetings, and communicating with affluent and high-net-worth clients to ensure a seamless process and positive experience.
Key Responsibilities:
Collaborate closely with Financial Advisors to provide administrative support
Manage calendars and schedule client meetings
Communicate with clients to ensure a positive experience
Assemble meeting materials for Advisors before client meetings
Raise invoices where required
Database management
Perks:
30 days annual leave + bank holidays
10% bonus
Flexible and hybrid working
Private medical insurance
Healthcare cash plan
5% employer pension contribution
Study support
About the Role:
This is a fantastic opportunity to be part of a thriving team that offers huge opportunities for progression. You will be working in a supportive and collaborative environment with a pro-active and passionate approach to your work. The company offers hybrid / flexible working, including study support, should this be your ambition.
How to Apply:
If you are interested in this role, please send your CV to Samantha.durbridge@idexconsulting.com
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