Professional Client Services Admin for Financial Advisers

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

Job summary

IDEX Consulting Ltd. is recruiting for an experienced Administrative Support role within the client services team in the United Kingdom.

You will assist Advisers and clients, helping ensure a professional, efficient, and responsive service. You will work alongside the Administration Manager/Team Leader and broader admin team to keep cases progressing smoothly and maintain accurate records, audit trails and documentation.

Qualifications

• Previous experience in a customer-focused administrative role.
• Experience acting as an initial point of contact for Advisers and/or clients.
• Strong diary management and appointment scheduling skills.

Responsibilities

• Provide reliable and proactive 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 required to progress cases.
• Follow up with product providers and other relevant third parties to obtain outstanding information or requirements.
• Prepare documentation, reports and meeting materials ahead of client appointments.
• Assist with the processing and administration of new business from initial submission through to completion.
• Produce and update illustrations, projections and valuations as required.
• Prepare invoices and maintain accurate records of Adviser remuneration, following up with providers and clients where payments or information remain outstanding.
• Handle incoming and outgoing correspondence, ensuring post is opened, scanned and distributed to the appropriate Adviser within agreed timescales.
• Review and action allocated tasks and activities, ensuring priorities are managed effectively across your client portfolio.
• Maintain accurate records of client and Adviser communications, ensuring appropriate notes and audit trails are recorded on the relevant systems.
• Work collaboratively with internal departments, Advisers, providers and other external contacts to ensure client requirements are dealt with promptly.
• Follow all company policies, procedures, compliance requirements and training & competence standards.

Skills

Customer service

Diary management

Client communications

Administration

Teamwork

Data handling

Attention to detail

Documentation preparation

Tools

Curo

Dynamic Planner

Job description

IDEX Consulting Ltd. is recruiting for an experienced Administrative Support role within the client services team in the United Kingdom.

You will assist Advisers and clients, helping ensure a professional, efficient, and responsive service. You will work alongside the Administration Manager/Team Leader and broader admin team to keep cases progressing smoothly and maintain accurate records, audit trails and documentation.