IDEX Consulting Ltd
United Kingdom
An established and highly regarded financial planning firm based near York is looking to appoint an experienced Office Administrator to support its growing team.This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a professional, client-focused environment. You'll play a key role in ensuring the smooth day-to-day running of the business while supporting advisers, paraplanners, and clients. What You'll Be Doing Managing general office administration, including telephone calls, emails, and post Processing client applications and submitting new business accurately and efficiently Placing investment trades and fund switches as instructed Liaising with providers and clients to obtain and update information Maintaining internal systems, records, and client data Coordinating annual client reviews and appointments Preparing documentation and reports for client meetings Providing administrative...
