Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.

The role exists to provide the highest standard of administration to external and internal clients

Responsibilities:

• Client processing procedures followed at all times
• Client information processed accurately across all internal and external systems
• Client letters and emails drafted and prepared for advisers
• Client meetings attended, notes taken, and follow-up letters drafted
• Information on plans requested/chased and database updated
• Documents for client reviews prepared
• Work or research detailed in meeting notes or requested by advisers carried out
• Letter enclosures/paperwork (e.g. application forms, key features) prepared.
• Applications to providers processed and submitted.
• You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary.
Candidates need to have previous experience within a financial planning role and a professional communication manner.

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