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Financial Planning Assistant

  • Salary: £17000 - £21000 per annum
  • Location: Redditch, Worcestershire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    31 Jul 2018
  • Job reference: 29806

Job Purpose:

To be trained to provide administrative support to the financial planning department

Main Activities:

  • To scan post on a day to day basis
  • To assist with the manning of the phones within the department
  • To be trained to use back office systems
  • Preparation of handouts / reports for presentations and / or internal meetings
  • To be trained to produce valuations on back office systems
  • Obtaining quotes and illustrations from providers
  • Audio/copy typing

Key Skills:

  • Articulate - able to communicate effectively in verbal and written form
  • Ability to work on own initiative with a proactive and flexible attitude
  • Ability to multi task and prioritise


  • Educated to GCSE or equivalent level including Math's and English
  • This role can also be for graduates

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: