IFA Administrator

Job description IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with Financial Advisors to offer pro-active supportDiary management and arranging client meetingsLiaise with highly affluent and high net worth clients to ensure a smooth process and experiencePrepare meeting packs prior to client meetings on behalf of AdvisorsRaise invoices where requiredDatabase management The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work. The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambitionBenefits Death in Service (4 x annual salary)Private Medical InsuranceGroup Income ProtectionEmployee Assistance ProgrammeMedicash (healthcare cash back plan)Pension 5% employer contribution, 3% employee contributionDiscretionary 10% annual bonus based on company performance25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year