We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath. This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.
Why Join?
This company is known for its supportive culture and dedication to the professional development of its team. You'll be joining a well-established group where you can truly make a difference and grow in your role. They take pride in recognising and rewarding their employees, offering benefits, training, and a clear pathway for career progression.
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:
- Hybrid/Flexible working
- 28 days annual leave + bank holidays
- Group Life Assurance 4 x Salary
- 5% pension contribution
- Health cash Plan
- Funded Training - will cover the cost of exams, etc.
- Long Service Rewards
- 2 paid Volunteer days
- Access to Voluntary Discounted Benefits
- Electric Vehicle Scheme
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.
If this role sounds like it could be for you, and you would like some more information please send your CV to
IFA Administrator - £28,000 DOE - Cheltenham & Bath / Hybrid
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Our Diversity, Equity and Inclusion Mission
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.