Client Services Administrator

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 12 months+ experience in IFA administration who are local to either Cheltenham or Cardiff. 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:

• Manage calendars and schedule client meetings
• Collaborate closely with Financial Advisors to provide proactive assistance
• 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
• Study support to develop and progress

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.

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Administrative