A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Birmingham with hybrid work from home and office flexibility.
This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement planning.
The main duties of this role include;
Support Financial Planners with client support and administration
Develop working relationship with clients, financial planners and paraplanning team
Support duties include Client meeting prep, Client enquiries, Fund switches, Valuations and new business.
Third party/ provider and investment team liaison
Ensuring high standards are met in accordance with industry standards
The ideal candidate will have a background supporting IFA's or Financial Planners
The ability to work towards deadlines and prioritise workloads
Industry qualifications are desirable but not essential
Be team and client focused
Training and development support available if you wish to progress your career in Financial Services and complete industry related qualifications.
A competitive salary and excellent company benefits are linked with this opportunity.
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.