Financial Services Coordinator
4 weeks ago
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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