Financial Planning Administrator

4 days ago


Brighton, United Kingdom IDEX Consulting Ltd Full time

IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area.The role will suit a positive individual who has experience within an Administrative capacity within the Financial Services industry, who enjoys liaising with senior team members. Responsibilities include;

  • Managing adviser diaries and preparing review paperwork for client meetings
  • Completing actions and administration after client meetings
  • Preparation and processing of new business
  • Assist in the preparation of Financial Planning Reports
  • Handling non-advice customer queries by telephone and email
  • Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
  • Keep up to date with financial products and legislation, demonstrating continual learning and development
  • Other administrative duties as require

To be successful you should be able to demonstrate:

  • Strong numeracy skills, with a good eye for detail
  • Excellent communication skills both written and verbal
  • Self-motivation, be highly organised and have good problem solving capabilities
  • Good IT skills such as Word, Excel and the ability to pick up new systems quickly
  • A proven background in providing excellent customer service



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