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Financial Planning Administrator

  • Salary: £19000 - £27000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Apr 2018
  • Job reference: 29340

Searching for two Senior Administrator to join our growing organisation in Worcestershire and Birmingham.

You will be working in a team of 4 Administrator supporting selected Paraplanners and Advisers cover the whole of market experience for their clients.

Your role will entail:-

  • To provide efficient administrative support to a number of selected IFAs
  • Assist with the management of the IFAs portfolio of existing business
  • Ensure appropriate documentation is scanned and attached to the relevant client records
  • Prepare and format reports in accordance with company guidelines
  • Prepare new business and review packs for IFA client meetings
  • Obtain illustrations for products from providers either on-line or over the telephone
  • Deal with fund switches and surrenders using SLA's and compliance guidelines
  • Obtain valuations/details on existing policies, ensuring administration system is updated accurately
  • 121 meetings with IFA's where necessary

If successful you will benefit from:-

  • Free onsite parking
  • Salary upto £27k
  • Excellent company benefits
  • 30 days holiday
  • Support and funding for professional qualifications
  • Flexible working hours (condensed into a 4 day week)
  • Clear personalised career development framework



Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: