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Financial Planning Administrator

Job description

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.

This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.

Responsibilities will include but will not be limited to:

  • Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
  • Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
  • Preparation for client meetings and attend as and when required
  • Provide the business support necessary in meeting strategy and business objectives, as required
  • Process all business in accordance with required processes and proactive pipeline management
  • Prepare and print illustrations, key features and applications as required
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Request policy information from third party policy providers
  • Coordinate and produce client valuations as part of the advice delivery process
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
  • Maintain an awareness of and act in accordance with, all compliance and legislative obligations

Skills and qualifications:

  • Experience of working in a financial services support role with knowledge of investments and pensions
  • A proven strong ethic of client service
  • Proficient IT skills in core Microsoft Office systems
  • Organisation and prioritisation skills being able to work independently and within a team
  • Professional telephone manner along with excellent written communication skills; to have an eye for detail
  • Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems

This is a fantastic opportunity for someone wanting to join a firm that will support and progress your career. Full financial support to achieve industry qualifications will be provided alongside excellent training.

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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.