IFA Admin: Client Services & Diary Coordination

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.

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