IFA Admin: Client Services & Diary Coordination

IDEX Consulting; Sevenoaks; On-site; GBP 24,000 - 32,000; Full time

Job summary

IDEX Consulting Ltd in Sevenoaks, Kent, is seeking an organised administrator to support the client servicing function within a financial planning environment. You will work with advisers to keep cases moving, arrange meetings, and handle correspondence with clients and providers.

This role emphasizes accuracy, diary management, and a proactive, professional approach. You will contribute to a smooth workflow by preparing documents, updating records, and ensuring compliance with policies.

Qualifications

• Experience in a customer-focused administrative role.
• Experience as an initial point of contact for Advisers and/or clients.
• Strong diary management and appointment scheduling.
• Professional and welcoming approach when dealing with clients and visitors.
• Ability to work collaboratively as part of a wider team.
• Experience handling and maintaining accurate client information and data.

Responsibilities

• Provide reliable administrative support to Financial Advisers.
• Coordinate Adviser diaries, arrange appointments and manage client meeting schedules.
• Communicate with clients via telephone, email and online portals to obtain information and documentation to progress cases.
• Follow up with product providers and other third parties to obtain outstanding information.
• Prepare documentation, reports and meeting materials ahead of client appointments.
• Assist with processing and administration of new business from submission through to completion.
• Produce and update illustrations, projections and valuations as required.
• Prepare invoices and maintain records of Adviser remuneration and follow up on payments.
• Handle incoming and outgoing correspondence and ensure timely distribution.
• Maintain accurate records of client and Adviser communications.

Skills

Diary management

Client communication

Admin support

Data entry

Attention to detail

Teamwork

Record keeping

Phone & email

Tools

Curo

Dynamic Planner

Microsoft Office

Job description

IDEX Consulting Ltd in Sevenoaks, Kent, is seeking an organised administrator to support the client servicing function within a financial planning environment. You will work with advisers to keep cases moving, arrange meetings, and handle correspondence with clients and providers.

This role emphasizes accuracy, diary management, and a proactive, professional approach. You will contribute to a smooth workflow by preparing documents, updating records, and ensuring compliance with policies.