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Financial Planning Administrator
3 months ago
An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team.
The role will be to provide high level support to the Financial Planners of the business across the full advice range including investments and pensions. Some key responsibilities are:
- Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements
- Updating the back-office system with the new business and uploading all relevant documents
- Working with a number of provider platforms - to add expectations for new monies in
- Processing Switches
- Purchasing and selling of funds
- Paying out ad hoc income requests
- Annual Client Review Reports
- Supporting Advisers in collating information/documents in preparation for meetings
- Ad hoc Projects
The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times.
If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career and are based in the Hove area then please apply for a confidential conversation.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
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.
