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Financial Planning Administrator

Job description

About Our Client
An impressive customer-focused financial planning and wealth practice has an opportunity for a Financial Planning Administrator to join their team in Lichfield.
This role offers full work from home or office flexibility.

About the Role
This role will support a Chartered Financial Planner with back office admin and client coordination across advice cases for investment, estate, retirement and lifestyle planning.

The main duties of this role include;

  • Supporting new and existing business cases
  • Preparing documentation for client meetings
  • Responding to client enquiries
  • Provide preparation for client reviews
  • Liaising with providers and third parties
  • Updating systems
  • Work alongside advice and technical support colleagues
  • Ensure high standards at all times

Applicant requirements;

Ideally, this opportunity will suit and individual with a background in support and administration across Financial Planning for IFA's, Financial Planners or Financial/ Wealth Advisers.
My client is looking for a friendly team focused professional who is organised and offers good communications skills both written & verbal

What's on Offer
A competitive salary and benefits package, joining a friendly and inclusive culture.
Support with further development and industry qualifications. Full flexibility to work remotely or at the local office.

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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.