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Finance Administrator

2 months ago

Reading, United Kingdom IDEX Consulting Ltd Full time

IFA Administrator - £32K DOE – Reading / Hybrid


I’m currently looking for an IFA Administrator to join a leading financial advisory group Due to the company’s ongoing success, they are seeking talented individuals with ideally 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving team.


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


The business offers huge opportunities for progression, demonstrated by recent promotions with other IFA Administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.


The company offer hybrid / flexible working, including study support, should this be your ambition.


If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com


IFA Administrator - £32K DOE – Reading / Hybrid