Financial Services Administrator

4 weeks ago


Bristol, Bristol, United Kingdom IDEX Consulting Full time

IFA Administrator Role

We are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.

Key Responsibilities:

  • Collaborate closely with Financial Advisors to provide proactive assistance
  • Manage calendars and schedule client meetings
  • 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

At IDEX Consulting, we offer a supportive and collaborative work environment that encourages professional growth and development. 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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