Administrative Support Specialist
2 months ago
IFA Administrator Opportunity
IDEX Consulting is working with a leading Financial Advisory group, demonstrating significant growth across the UK.
About the Role
We are seeking an IFA Administrator to join our team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
Key Responsibilities
- Proactive Support - Work closely with Financial Advisors to offer proactive support to clients.
- Diary Management - Manage diaries and arrange client meetings.
- Client Liaison - Liaise with highly affluent and high net worth clients to ensure a smooth process and experience.
- Meeting Preparation - Prepare meeting packs prior to client meetings on behalf of Advisors.
- Invoice Management - Raise invoices where required.
- Database Management - Manage databases.
What We Offer
The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.
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