Job description
IDEX Consulting are working with an acquisitional 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:
1. Working closely with Financial Advisors to offer pro-active support
2. Diary management and arranging client meetings
3. Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
4. Prepare meeting packs prior to client meetings on behalf of Advisors
5. Raise invoices where required
6. Database 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) upon completion of probation, with study support available - should this be your ambition.