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Job Title


Client Services Administrator


Company : IDEX CONSULTING LTD


Location : Cheltenham, South West


Created : 2025-05-24


Job Type : Full Time


Job Description

IFA Administrator - 32K DOE Cheltenham or Cardiff - HybridCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.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 meetingsCollaborate closely with Financial Advisors to provide proactive assistanceCommunicate with affluent and high-net-worth clients to ensure a seamless process and positive experienceAssemble meeting materials for Advisors before client meetingsRaise invoices where requiredDatabase managementPerks:30 days annual leave + bank holidays10% bonusFlexible and hybrid workingPrivate medical insuranceHealthcare cash plan5% employer pension contributionStudy support to develop and progressThe 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.comIFA Administrator - 32K DOE Cheltenham or Cardiff - Hybrid