Financial Services Coordinator

1 month ago


Bristol, Bristol, United Kingdom IDEX Consulting Full time
IFA Administrator Opportunity

We are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our financial advisory group, you will play a crucial role in supporting our Financial Advisors and ensuring seamless client experiences.

Key Responsibilities:
  1. Proactive Assistance: Collaborate closely with Financial Advisors to provide timely and effective support.
  2. Calendar Management: Manage calendars and schedule client meetings with precision.
  3. Client Communication: Communicate with affluent and high-net-worth clients to ensure a positive experience.
  4. Meeting Preparation: Assemble meeting materials for Advisors before client meetings.
  5. Financial Administration: Raise invoices where required and manage databases.

As an IFA Administrator at IDEX Consulting Ltd, you will have the opportunity to work in a supportive and collaborative team environment. We offer hybrid/flexible working arrangements, including study support, to help you grow and develop in your career. If you are a motivated and detail-oriented individual looking for a new challenge, we encourage you to apply.



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