Financial Planning Assistant

West Midlands
Financial Services
Job Category:
Financial Planning, Administration
Employment Type:
£22000.00 - £30000.00 per annum
IDEX Consulting Ltd
Job Ref:

An exciting opportunity is available for an experienced Administrator to join a progressive and growing chartered financial services practice to support 2 Financial Adviser's.

You will be responsible for assisting designated Adviser on all cases from initial enquiry through to completion including completing all paperwork compliantly and liaising with clients.

You will also be responsible for maintaining the company CRM system and assisting senior management with administrative duties as and when required.

The ideal candidate will have excellent communication, interpersonal and organisational skills and will be proficient in Word and Excel.

Experience of working in the financial services sector in an administrative role is essential.

The role can be part time or full time.

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.

Contact Details:
IDEX Consulting Ltd
Tel: 0333 700 4339
Fax: 08453 701008
Contact: Shelley Hobson

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