Financial Planning Administrator home and office working
3 weeks ago
An opportunity has become available for a Financial Planning Administrator to join a growing IFA.
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
Create and update client platform account records
Previous experience of working within a similar role in the financial services industry
Excellent diary management, planning and organisational skills
Excellent telephone manner
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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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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