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Financial Planning Administrator

2 months ago

Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

Job Summary:

We are seeking an experienced Financial Planning Administrator to join our team at IDEX Consulting. As a key member of our support team, you will provide high-level support to our Financial Planners across the full advice range, including investments and pensions.

Key Responsibilities:

  • Process the submission of new and top-up business to relevant provider platforms, ensuring compliance requirements are met.
  • Update our back-office system with new business and upload relevant documents.
  • Work with multiple provider platforms to add expectations for new monies.
  • Process switches and manage the purchasing and selling of funds.
  • Pay out ad hoc income requests and prepare Annual Client Review Reports.
  • Support Advisers in collating information and documents for meetings.
  • Participate in ad hoc projects to drive business growth.

About the Company:

IDEX Consulting is a chartered financial planning organization with a strong commitment to providing excellent client service and professionalism. We offer a friendly and supportive work environment, excellent training, and opportunities for personal and professional development.

What We Offer:

  • Excellent training and support to acquire industry qualifications.
  • A chance to work with a chartered firm and maintain the highest levels of client service and professionalism.
  • A supportive and inclusive work environment that encourages personal and professional growth.