Financial Planning Adminstrator
3 weeks ago
An opportunity has become available for a Financial Planning Admin in Essex to join a growing financial planning firm.
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
Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
Create and update client platform account records
Excellent diary management, planning and organisational skills
Excellent telephone manner
This is a unique opportunity for a Financial Planning Administration role in Essex to join a growing financial planning firm. Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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