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Senior Financial Planning Administrator

  • Salary: £25000 - £30000 per annum
  • Location: Towcester, Northamptonshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 Jan 2018
  • Job reference: 27496

Key Responsibilities and Accountabilities:

  • Assist with the preparation of suitability reports including preparation of illustrations and application paperwork
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm's standards
  • Ensure fund switches / re-balances are carried out accurately and within company timescales
  • Send letters of authority and gather accurate information
  • Deal with and allocate incoming post
  • Input and maintain accurate client records on the back office system, Platform and other IT systems
  • Organise client meetings
  • Prepare client meeting pack including valuations & supporting paperwork
  • Record, and where appropriate, implement agreed actions in coordination with the Financial Planner
  • Provide an efficient, friendly and professional point of contact for clients and enquiries, by phone, email and in person
  • Filter general information, queries, phone calls and invitations to Planners by redirecting or taking forward such contact as appropriate
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
  • Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients.
  • Other duties as directed by the Board

Personal Specification:


  • Highly literate and numerate including Maths & English to minimum GCSE (A-C) and ideally A level
  • Has achieved Financial Services qualifications
  • Technically competent with Excel, Word and Outlook to intermediate level or higher
  • Knowledge of and experience with Wrap platforms (preferably Nucleus / Transact)
  • Able to communicate at all levels
  • Excellent analytical, organisation, time management and prioritising skills
  • Excellent attention to detail
  • Adopts a positive attitude, willing to assist others when busy
  • Shows initiative and takes personal responsibility for completing tasks
  • Able to work within defined business processes


  • Experience of Prestwood's Truth software

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: