Financial Services Administrator
4 weeks ago
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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