Job description
We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients.
This is an exciting opportunity for a proactive and detail-oriented professional to join the Business Support Team. You will play a key role in supporting financial advisers and delivering exceptional service to clients, while developing your skills and career within a growing, independent firm.
Key Responsibilities:
- Processing new and existing business and providing full administrative support to advisers
- Maintaining your own task-based diary and ensuring work is completed accurately and on time
- Liaising professionally with clients, advisers, and product providers via phone, email, and in person
- Assisting with client reviews and producing policy valuations
- Performing accurate fund switches and asset allocations on various platforms
- Ensuring compliance with internal procedures, Consumer Duty, and Treating Customers Fairly principles
Skills & Experience:
- Previous experience in financial services administration
- Strong customer service and communication skills
- Excellent attention to detail and ability to prioritise multiple tasks
- Proficient in Microsoft Office; experience with back-office systems and investment platforms is desirable
- Driving licence preferred due to limited public transport
Benefits:
- Flexible 35-hour working week with early finish on Fridays
- 26 days' holiday plus bank holidays, with option to purchase additional leave
- Contributory pension and death-in-service benefit
- Support for personal and professional development, including funding towards Diploma exams
Interested? Get in touch for a confidential conversation about the opportunity.
Ellie Sedgwick
ellie.sedgwick@idexconsulting.com
07441 341 817
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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.
