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Financial Planning Administrator

4 months ago

Watford, Hertfordshire, United Kingdom Idex Full time

An opportunity has become available for a Financial Planning Administrator to join a growing IFA.

Your role will include but will not be limited to:

  • Handle all incoming calls/emails in a professional and efficient manner
  • Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
  • Record annual review dates on the back office system and monitor regularly
  • Plan, book and prepare for all annual review meetings ensuring none are missed
  • Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
  • Help clients to register for, navigate and update their account
  • Collate and pre-populate new business/servicing forms and application packs
  • Process all new business ensuring all transactions are tracked through to accurate and timely completion
  • Create and update client platform account records

The ideal candidate will:

  • Previous experience of working within a similar role in the financial services industry
  • Strong interpersonal, communication and customer service skills
  • Excellent diary management, planning and organisational skills
  • Excellent accuracy and attention to detail
  • Proven ability to work on own initiative
  • Excellent telephone manner
  • Proven high level of customer service

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.

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