Financial Services Coordinator

4 weeks ago


Reading, Reading, United Kingdom IDEX Consulting Ltd Full time

IFA Administrator Role

We are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors to deliver exceptional client service.

Key Responsibilities:

  • Provide proactive administrative support to Financial Advisors
  • Manage calendars and schedule client meetings
  • Communicate with clients to ensure a seamless process
  • Assemble meeting materials for Advisors
  • Raise invoices as required
  • Database management

Benefits:

  • 30 days annual leave + bank holidays
  • 10% bonus
  • Flexible and hybrid working
  • Private medical insurance
  • Healthcare cash plan
  • 5% employer pension contribution
  • Study support

This is an excellent opportunity to work with a supportive and collaborative team that values proactive and passionate individuals. If you are a motivated and organized individual with a passion for administration, we encourage you to apply.



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