An opportunity has become available for a Financial Planning Admin in Bath or Cheltenham to join a growing financial planning firm on a hybrid basis.
Your role will include but will not be limited to:
- Handle all incoming calls/emails in a professional and efficient manner
- Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
- Record annual review dates on the back office system and monitor regularly
- Plan, book and prepare for all annual review meetings ensuring none are missed
- Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
- Help clients to register for, navigate and update their account
- Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
- Ensure all iO Lead and Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements
- Collate and pre-populate New Business / Servicing forms and application packs
- Process all new business ensuring all transactions are tracked through to accurate and timely completion
- Create and update client platform account records
- Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries
The ideal candidate will:
- Previous experience of working within a similar role
- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Excellent accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner
- Proven high level of customer service
Holiday - 25 days + Bank holiday and extra for each years service up to 28.
This is a unique opportunity for a financial planning administration role in Bath to join a growing financial planning firm.
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.
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.