Administration & Customer Service Representative - Hybrid Work

1 month ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full time
IFA Administrator Opportunity

We are seeking a talented IFA Administrator to join our leading financial advisory group. With 12 months+ experience in IFA administration, you will be part of a thriving team that offers huge opportunities for progression.

Key Responsibilities:
  • Collaborate closely with Financial Advisors to provide proactive assistance and support.
  • Manage calendars and schedule client meetings to ensure seamless processes.
  • Communicate effectively with affluent and high-net-worth clients to deliver a positive experience.
  • Assemble meeting materials for Advisors before client meetings and raise invoices where required.
  • Manage databases and maintain accurate records.
What We Offer:
  • Hybrid/flexible working arrangements to suit your needs.
  • Study support to help you achieve your career ambitions.
  • 30 days annual leave to recharge and relax.

If you are a motivated and organized individual looking to take the next step in your career, we encourage you to apply. Please send your CV to Samantha.durbridge@idexconsulting.com for more information.



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