Administration & Customer Service Representative - Hybrid Working

2 months ago


Northallerton, North Yorkshire, United Kingdom IDEX Consulting Full time

Job Summary:

IDEX Consulting is working with a leading Financial Advisory business, demonstrating significant growth across the UK. The company is seeking an experienced IFA Administrator to join their team due to an internal progression of an existing team member.

Key Responsibilities:

  1. Provide proactive support to Financial Advisors, ensuring seamless client interactions.
  2. Manage diaries and arrange client meetings, ensuring efficient scheduling.
  3. Liaise with high-net-worth clients to deliver exceptional service and experience.
  4. Prepare meeting packs for Advisors, ensuring all necessary information is included.
  5. Raise invoices as required, maintaining accurate financial records.
  6. Manage databases, ensuring up-to-date client information.

About the Role:

The successful candidate will be part of a supportive and collaborative team, working in a pro-active and energetic environment. The role offers a hybrid working pattern (3 days office/2 days home) with study support available, providing opportunities for career growth and development.



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