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Financial Planning Administrator

Job description

Financial Planning Administrator
Flexible hybrid working, competitive salary, bonus and full benefits including non-contributory pension and private medical.

A chartered and professional Financial Planning firm have a client support and administration opportunity.

Responsibilities include:
Experience of working within an IFA/ financial planning firm in an administrative role supporting Financial Advisers or Financial Planners.
Maintain effective relationships with clients and colleagues.
Point of contact for client servicing and new business queries.
Provide support for client meetings.
Request policy information from providers.
Coordinate and produce client valuations.
Maintain client records in accordance with internal compliance requirements.
Manage workload to ensure all activities are timely and compliant.

Skills and Qualifications:
Experience gained in an IFA administration or Financial Planning support role.
Organisation and prioritisation skills being able to work independently and within a team.
An understanding and good working knowledge of pensions and investments.

A competitive salary and benefits package, joining a friendly and supportive team environment. Support is available with further development and industry qualifications.
Development opportunities might lead to Paraplanner, Team Manager or Trainee Financial Planner.

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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.