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Job Title


Client Services Administrator


Company : IDEX CONSULTING LTD


Location : Cheltenham, South West


Created : 2025-05-15


Job Type : Full Time


Job Description

IFA AdministratorAre you the right candidate for this opportunity Make sure to read the full description below.- 32K DOE Cheltenham or Cardiff- Hybrid Im currently looking for an IFA Administrator to join a leading financial advisory group! Due to the companys 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 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 Samantha.durbridge@idexconsulting.com IFA Administrator- 32K DOE Cheltenham or Cardiff- Hybrid