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Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...
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Financial Services Administrator
2 months ago
We are seeking a highly organized and detail-oriented Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Advisers across a range of financial issues.
Key Responsibilities- Client Contact: Manage phone calls, arrange meetings, and provide exceptional customer service.
- Diary Management: Organize and coordinate Adviser diaries to ensure seamless communication with clients.
- Client Reviews: Prepare Meeting Packs, Client Agreements, and Agendas to facilitate smooth client interactions.
- Client Communications: Draft and send client communications, including Suitability Reports, to maintain open lines of communication.
- Post-Meeting Actions: Manage and follow up on post-meeting actions to ensure timely completion of tasks.
- Support to Managing Director: Provide administrative support to the Managing Director, including diary management, inbox oversight, and action management.
- Proficiency in MS Office applications, platforms, and websites.
- Experience with Cashcalc, FE analytics, and Dynamic Planner.
- Understanding of financial services products, providers, and regulation.
IDEX Consulting Ltd is committed to creating an inclusive and equitable work environment. We strive to drive conscious inclusion across our business and provide opportunities for growth and development.
