Financial Services Coordinator

4 weeks ago


Cheltenham, Gloucestershire, 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 be responsible for managing calendars and scheduling client meetings, collaborating closely with Financial Advisors, and communicating with affluent and high-net-worth clients.

Key Responsibilities:

  • Manage calendars and schedule client meetings
  • Collaborate closely with Financial Advisors to provide proactive assistance
  • Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
  • Assemble meeting materials for Advisors before client meetings
  • Raise invoices where 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 to develop and progress

This is an excellent opportunity to join a supportive and collaborative team that has a pro-active and passionate approach to their work. If you are a motivated and organized individual with a passion for delivering exceptional client service, we would love to hear from you.



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