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Financial Services Administrator

Job description

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


  • 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.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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.