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Financial Planning Assistant

  • Salary: £25000 - £30000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Oct 2018
  • Job reference: 31115

We have an exciting opportunity for an IFA Administrator to work with an award-winning, leading wealth management firm in Birmingham.

This role would suit an individual with previous industry experience who can provide a robust administration function to the financial planning team in an efficient and timely manner.


  • Providing a robust administration function to the financial planning team in an efficient and timely manner
  • Supports Paraplanner in production of suitability reports
  • Understand and comply with all FCA regulations and principals applying to the role
  • Adhere to conduct risk standards

To be successful you will need

  • Experience within the financial services industry is essential
  • Accuracy, numeracy, attention to detail
  • Clear and concise communication skills - oral and written
  • Ability to meet deadlines/work within restricted timescales
  • Flexible and reliable team member
  • Ability to work on own initiative to achieve required results
  • Collaborative and inclusive approach to work

If successful, you will benefit from

  • A salary of up to £30,000
  • Company benefits and employee rewards package
  • Clear career development opportunities and progression pathways
  • Flexible work environment

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.

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