Adviser Service Delivery Expert

1 day ago


Leeds, Leeds, United Kingdom IDEX Consulting Full time
Job Description:

IDEX Consulting is seeking an experienced Adviser Service Delivery Expert to join our team.

About the Role
  • As an Adviser Service Delivery Expert, you will be responsible for ensuring smooth functionality of critical tools and systems for high-quality financial advice.
  • You will work closely with our advisory teams to maintain efficient service delivery and operational excellence.

Key Responsibilities

  • Support adviser onboarding and manage access permissions, ensuring new advisers have the right tools and systems access.
  • Collaborate with advisory, project, and external teams to maintain efficient service delivery and operational excellence.
  • Monitor data quality and support risk mitigation efforts to maintain compliance and minimize regulatory risks.
  • Develop and implement process improvements to increase efficiency and reduce errors.
  • Provide exceptional customer service, responding promptly to support queries and resolving issues efficiently.

Requirements

  • Experience working in a fast-paced advisory environment, preferably in a similar role.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.

What We Offer

  • A competitive salary of $85,000 - $110,000 per annum, depending on experience.
  • A dynamic and supportive work environment with opportunities for professional growth and development.
  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.


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