Financial Planning Administrator - Derby - £26,000
Support Wealth Planners and Paraplanners in winning new clients and assets, and servicing existing clients.
Support the Client Services Manager in ensuring the smooth running of client accounts
Relationships and Context of the Role
Reports to Client Services Manages
No direct reports.
Works with Wealth Planners and Paraplanners
Progression to Senior Administrator or Trainee Paraplanner
Principal Accountabilities and Responsibilities
Support Wealth Planners and Paraplanners in implementing Financial Planning advice for new and existing clients
Responsible for own personal development
Adhere to internal service standards
Produce high-quality, accurate client communications and information
Work within appropriate regulatory frameworks and follow appropriate ethical standards within the firm at all times
Demonstrate a process-driven approach to administration
Ability to prioritise a busy workload
Ability to operate with high net worth clients
Ability to work as part of a wider team
Minimum Qualifications and Experience
CertPFS or commenced R0 exams
Some Financial Planning administration experience
Experience of back office systems and Wrap platforms
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.