Job description
A long-established and award winning financial advisory business with offices in Huddersfield are seeking a Client Services Administrator to join their team.
- Free parking
- Supportive environment
- Study support available, should you wish to complete your level 4 diploma in Financial Advice
- Friendly working environment with long-established team members
Key duties include;
- To act as initial point of contact for clients regarding queries or administrative matters
- Prepare valuation reports and review packs for clients providing accurate review information, performance data and fund research as appropriate
- Assist Financial Advisors with the onboarding of new client information
Due to the fast paced nature of the role, the successful applicant will require prior and similar experience within a financial advisory environment.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
