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Client:
IDEX Consulting Ltd
Location:
Portsmouth, Hampshire, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
31.05.2025
Expiry Date:
15.07.2025
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Job Description:
I’m working with a successful boutique independent financial advice firm that is looking for a Client Administrator to join their dynamic client administration team.
We’re seeking candidates with proven IFA administration experience, ideally with several months of relevant experience, who are local to the Gloucester area. This is a great opportunity for individuals eager to embrace a new challenge within a small IFA firm, where their contributions are valued and have a meaningful impact. The firm is experiencing growth due to ongoing success, offering excellent opportunities for progression.
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
* Prepare meeting materials for Advisors before client meetings
* Raise invoices when required
* Manage database systems
Joining this team, you will feel part of a supportive culture that values a proactive and passionate approach to work.
Perks: The company offers benefits such as private medical insurance, free onsite parking, a relaxed and supportive work environment, and a modern, well-designed office space.
If you're seeking a welcoming environment where your career can grow, apply now to [email protected]
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