Financial Planning Administrator

6 months ago


Dundee, United Kingdom Idex Full time

A large well known financial services practice with 4 offices in Scotland is currently expanding and looking for an experienced Financial Services Administrator to join the team.

**Responsibilities**:

- To work with the Directors, Advisers and Paraplanners in all aspects of administration support
- Good knowledge of platforms and providers
- Submission of new business and inputting of data in the back-office system (Intelliflo)
- Liaise with providers to obtain relevant client, product and Fund Manager information for Advisers and Paraplanners to analyse and include within advice reports
- Provide technical support dealing with income drawdown and knowledge of income and capital gains tax required
- Working knowledge of running various FE Analytics reports as required by Advisers
- Annual reviews including preparation of pre-meeting documentation, task control and checking of data produced pre-issue
- Fund switches and rebalances, checking peer work
- Experience in the financial planning profession
- Excellent relationship builder and communicator
- Excellent IT skills and comfortable using a variety of financial planning software

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.

**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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.



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