Negotiable
Overview
Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business.Responsibilities
Key client contact: phone calls, arranging meetings, etcOrganising advisers diaryManaging client reviews/Preparing Meeting PacksPreparing of Client Agreements and AgendasDrafting Client communications including some Suitability ReportsManaging post meeting actionsDelivering support in a profitable manner, making use of existing and new technologyOffice Management
Management of meeting room diariesMeeting/greeting clients and external guests, and preparation of client refreshmentsLiaise with third party IT support, Building Managers, oversight of office supplies etcSupport of Commercial Director
Diary management and oversight of inboxManaging actions, preparation of meeting agendas and papersExperience and Knowledge
Efficient in all MS Office applications, platforms and websitesUnderstanding and knowledge of financial services products, providers and regulationDiversity, Equity and Inclusion
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 ..... full job details .....