Social network you want to login/join with:
Client:
IDEX Consulting Ltd
Location:
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
13.04.2025
Expiry Date:
28.05.2025
Job Description:
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 [emailprotected]
#J-18808-Ljbffr