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Client Administrator

IDEX Consulting Ltd
Posted a month ago, valid for 7 days
Location

Northallerton, North Yorkshire DL62NQ, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • IDEX Consulting is seeking an IFA Administrator for a leading Financial Advisory firm in the UK, due to internal progression within the team.
  • The role involves supporting Financial Advisors, managing diaries, liaising with high net worth clients, preparing meeting packs, and managing databases.
  • Candidates should have recent experience in a Financial Advisory setting and will benefit from a supportive, collaborative team environment.
  • The position offers a hybrid working pattern of 3 days in the office and 2 days at home, along with study support for professional development.
  • The salary for this position is competitive, and a minimum of 1-2 years of relevant experience is preferred.

IDEX Consulting are working with a leading Financial Advisory business, 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:

  • Working closely with Financial Advisors to offer pro-active support
  • Diary management and arranging client meetings
  • Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
  • Prepare meeting packs prior to client meetings on behalf of Advisors
  • Raise invoices where required
  • 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. Ideally, the successful applicant will have recent experience within a Financial Advisory business.Genuine opportunity to progress is available and demonstrated by many people within the firm. The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.