Client Administrator - IDEX Consulting Ltd : Job Details

I'm currently looking for IFA Administrators to join a leading financial advisory group based in Cheltenham! Due to the company's ongoing success, they are seeking talented individuals with experience in IFA administration. 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:

• 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
• 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

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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.