IDEX Consulting are working with a leading financial advisory group, demonstrating significant growth across the UK.
Currently, they require a Client Services 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 has a pro-active and energetic approach to their work.
The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.
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