An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base.
Key responsibilities
- Handling incoming calls and emails in a professional and efficient manner
- Managing client queries, escalating only those requiring advice to the Financial Planner
- Recording and monitoring annual review dates on the back office system
- Planning, booking and preparing for annual review meetings, ensuring nothing is missed
- Supporting the Financial Planner to deliver a high level of ongoing client service
- Assisting clients with account access, navigation and updates
- Providing regular updates to both clients and Financial Planners on outstanding cases
- Maintaining accurate client and plan data across internal systems
- Preparing and processing new business documentation and application packs
- Managing new business through to completion, ensuring accuracy and timeliness
- Creating and maintaining client platform records
- Handling technical queries, including AML checks, referrals and beneficial ownership queries
The ideal candidate will have
- Previous experience in a financial planning administration role
- Strong communication and interpersonal skills
- Excellent organisation, diary management and planning abilities
- High attention to detail and accuracy
- The ability to work independently and use initiative
- A professional and confident telephone manner
- A strong commitment to delivering exceptional client service
This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long term career prospects within a supportive and professional environment.
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.