Financial Planning Administrator home and office working

4 weeks ago


Colchester Essex, United Kingdom IDEX Consulting Full time

An opportunity has become available for a Financial Planning Administrator in East Anglia 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 and 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 an excellent opportunity for a Financial Planning Administration role in East Anglia 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.
#



  • Brentwood, Essex, United Kingdom Office Angels Full time

    Financial Administrator £Monday-Friday, 9am-5:30pm (hybrid working after 6-month probation) My client, a professional financial services business based in Brentwood, is seeking a confident Administrator to join their team on a permanent basis. To excel in this role, you must be a car driver due to the nature of the position. Processing employee claims...


  • Colchester, Essex, United Kingdom Heat Recruitment Full time

    Independent Financial Adviser Employed role – basic salary + bonus Competitive basic salary. Bonus structure based on achieving certain validation targets. Opportunities for professional development. Flexible working arrangements. Established over 20 years ago, this is a thriving independent financial advisory practice committed to providing...


  • Brentwood, Essex, United Kingdom Office Angels Full time

    Admin. Secretarial and PA - Administrator Monday-Friday, 9am-5:30pm (hybrid working after 6-month probation) My client, a professional financial services business based in Brentwood, is seeking a confident Administrator to join their team on a permanent basis. This is an exciting opportunity to work within a dynamic and supportive environment, where you...

  • Junior Paraplanner

    3 days ago


    Colchester, United Kingdom Financial Divisions Full time

    An exciting opportunity has emerged with a well-established Wealth Management firm located near Colchester in Essex. As a result of expansion and internal advancement, they are seeking to recruit a Junior Paraplanner to join their team and provide a clear career path. With over 20 years of experience, they have been delivering top-tier financial and...


  • Colchester, Essex, United Kingdom Penguin Recruitment Full time

    Title: Senior Planner My client is a growing and dynamic multi-disciplinary property and construction consultancy, providing a wide range of services across the majority of industry sectors including commercial, health, education, defence, residential and community. Our services include architecture, building surveying, building services engineering,...


  • Brentwood, Essex, United Kingdom Office Angels Full time

    Accounts Receivable Administrator Monday - Friday 9am-5pm Benefits include 25 days holiday + Bank Holidays, company pension, private healthcare, life assurance and Employee Assistance Program My client, a well established and friendly company based in Brentwood, is looking for an Accounts Receivable Administrator to join their team on a permanent...


  • Colchester, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full time

    We are looking for a well organised and highly motivated full time Pharmacy Administration Officer to join our growing pharmacy team. This position is based in Colchester Hospital and you will be working with a team where you are the first point of contact for staff and service users. You will provide secretarial, administrative and clerical support to...

  • Financial Officer

    5 days ago


    Harlow, Essex, United Kingdom Adecco Full time

    Job Title: Financial Officer Location: Harlow Contract Details: Temp To Perm, Full Time Salary: £17.94 - £19.23 per hour (£35K - £37,500 per annum) About Our Client: Join our prestigious client, a highly successful Educational establishment in Harlow, as a Financial Officer. They are committed to providing high-quality education and creating a...


  • Colchester, Essex, United Kingdom Penguin Recruitment Full time

    My client is a growing and dynamic multi-disciplinary property and construction consultancy, providing a wide range of services across the majority of industry sectors including commercial, health, education, defence, residential and community. Our services include architecture, building surveying, building services engineering, planning, interior design,...

  • Administrator

    3 days ago


    Essex, United Kingdom Office Angels Full time

    Administrator£26,000 per annum South Woodham Ferrers Monday-Friday, 8am-5pm *Must be a car driver due to location Are you a highly organised and efficient Administrator looking for an exciting opportunity to work for an industry leader? If you are passionate about providing exceptional administrative support and possess excellent communication skills, then...


  • Colchester, Essex, United Kingdom Heat Recruitment Full time

    Independent Financial Adviser Colchester, UK Employed role – basic salary + bonus Competitive basic salary. Bonus structure based on achieving certain validation targets. Opportunities for professional development. Flexible working arrangements. About the firm: Established over 20 years ago, this is a thriving independent financial advisory...


  • Colchester, United Kingdom St Helena Hospice Full time

    Are you looking for a new challenge? St Helena hospice have an exciting new opportunity for an Administrator to join our Hospice in the Home MDT. You will be working as part of a team to deliver an effective and responsive administration service to the Hospice in the Home MDT and assist in facilitating accurate and effective communication between patients,...


  • Essex, United Kingdom St. James's Place Financial Adviser Academy Full time

    Are you ready to launch a rewarding career in financial advice? A reputable financial advice company in Bishop Stortford is offering a great opportunity to join their Practice and learn via the St. James's Place Academy programme. Industry-leading training and financial support for qualifications Client bank provided once appointed as a financial adviser ...


  • Essex, United Kingdom St. James's Place Financial Adviser Academy Full time

    Are you ready to launch a rewarding career in financial advice? A reputable financial advice company in Bishop Stortford is offering a great opportunity to join their Practice and learn via the St. James's Place Academy programme. Industry-leading training and financial support for qualifications Client bank provided once appointed as a financial adviser ...


  • Essex, United Kingdom St. James's Place Financial Adviser Academy Full time

    Job Description Are you ready to launch a rewarding career in financial advice? A reputable financial advice company in Bishop Stortford is offering a great opportunity to join their Practice and learn via the St. James's Place Academy programme. Industry-leading training and financial support for qualifications Client bank provided once appointed as a...


  • Harlow, Essex, United Kingdom Adecco Full time

    Financial Officer Contract Details: Temp To Perm, Full Time 23 per hour (£35K - £37,500 per annum) Join our prestigious client, a highly successful Educational establishment in Harlow, as a Financial Officer. They are committed to providing high-quality education and creating a supportive learning environment for students. Competitive...

  • Sales Administrator

    3 days ago


    Essex, United Kingdom Office Angels Full time

    Sales Administrator£26,000 per annum South Woodham Ferrers Monday-Friday, 8am-5pm *Must be a car driver due to location Are you a highly organised and efficient Sales Administrator looking for an exciting opportunity to work for an industry leader? If you are passionate about providing exceptional administrative support and possess excellent communication...


  • Colchester, Essex, United Kingdom Bartech Marine Engineering - Engine Experts - O&G | Marine | Industrial Full time

    Do you want to part of a dynamic company, with 44% growth last year, based on the solid foundations set up in 1987? If you are interested in being a critical part of our close-knit team, working with high levels of detail to impact business decisions and provide useful, reliable information, Bartech could be a perfect fit. As we continue to grow, we are...


  • Colchester, Essex, United Kingdom Bartech Marine Engineering - Engine Experts - O&G | Marine | Industrial Full time

    Do you want to part of a dynamic company, with 44% growth last year, based on the solid foundations set up in 1987? If you are interested in being a critical part of our close-knit team, working with high levels of detail to impact business decisions and provide useful, reliable information, Bartech could be a perfect fit. As we continue to grow, we are...

  • Financial Officer

    2 weeks ago


    Harlow, Essex, United Kingdom Adecco Full time

    Job Title: Financial Officer Location: Harlow Contract Details: Temp To Perm, Full Time Salary: £17.94 - £19.23 per hour (£35K - £37,500 per annum) About Our Client: Join our prestigious client, a highly successful Educational establishment in Harlow, as a Financial Officer. They are committed to providing high-quality education and creating a...