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Financial Planning Administrator

Job description

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA.

To provide administrative support to the practice and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that the clients receive a high level of service when contacting the practice.

We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.

You will be responsible for processing and monitoring technical business, both new and existing.

You will have the opportunity to work in a supportive team environment where progression is strongly supported.

Candidates need to have previous experience within a financial planning role and a professional communication manner.

Working towards your diploma in financial services is desired.

This role is office based.
In addition, you will be provided with study support for CII qualifications and a competitive salary.

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