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Financial Services Administrator

Job description

An opportunity has become available for a Financial Planning Admin in Bath/Cheltenham/Chelmsford to join a growing financial planning firm within a hybrid type opportunity!


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



This is a unique opportunity for a Financial Planning Administration role in Bath/Cheltenham or Chelmsford to join a growing financial planning firm within a hybrid role which can see you working from home 3 days a week!
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.

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.