Client Administrator
Northallerton, North Yorkshire, United Kingdom
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:
- 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 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.
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.
Skills Required
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Job Detail
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Job IdJD4553655
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£30,000-32,000 per year
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Employment StatusFull Time
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Job LocationNorthallerton, North Yorkshire, United Kingdom
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EducationNot mentioned