IFA Administrator - £32K DOE – Cheltenham or Cardiff - 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 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
Perks:
~30 days annual leave + bank holidays
~10% bonus
~ Flexible and hybrid working
~ Private medical insurance
~ Healthcare cash plan
~5% employer pension contribution
~ 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.
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 – Cheltenham or Cardiff - Hybrid