Job Title

IDEX Consulting are working with a leading financial advisory group, demonstrating significant growth across the UK. You could be just the right applicant for this job Read all associated information and make sure to apply.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 supportDiary management and arranging client meetingsLiaise with highly affluent and high net worth clients to ensure a smooth process and experiencePrepare meeting packs prior to client meetings on behalf of AdvisorsRaise invoices where requiredDatabase managementThe 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.#J-18808-Ljbffr