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Financial Planning Assistant

Job description

An award winning, chartered financial planning organisation with offices in Hove are looking to add a Financial Planning Assistant to their successful support team.

The role will be to provide support to the experienced FS Administrators in the business across the full advice range including investments and pensions. Some key responsibilities are:

  • Creating and updating Client information on back our office system - Intelligent Office
  • Obtaining current & historic valuations from providers and relaying information back to client and/or adviser
  • Letters of Authority - Collating Research for advisers
  • Preparing packs for client meetings
  • Post & Scanning
  • Reception Cover
  • Answer overflow telephone calls
  • Ad hoc Projects

The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times. They also offer hybrid working for a more flexible working week and excellent company benefits.

If you currently have some financial services support experience but are looking to really kickstart your career and are based in the Hove area then please apply for a confidential conversation.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.