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Experienced Financial Planning Administrator

1 month ago

Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time
Join Our Financial Planning Team

We are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role offers a unique opportunity to develop your career in financial planning and work with a chartered firm that values personal and professional growth.

Key Responsibilities:
  • Provide high-level support to experienced financial planners across the full advice range, including investments and pensions.
  • Update the back-office system with new business and upload relevant documents.
  • Pay out ad hoc income requests and manage annual client review reports.
  • Contribute to ad hoc projects and develop your skills in paraplanning.
What We Offer:

At IDEX Consulting, we provide a friendly and supportive environment where you can grow professionally and personally. You will benefit from excellent training, full support to acquire industry qualifications, and the opportunity to work with a team that values client service and professionalism.

We are committed to driving conscious inclusion across our business and creating equitable pathways for all employees. If you are an experienced Financial Planning Administrator looking for a new challenge, please apply for a confidential conversation.

For more information on our company culture and values, please visit our website.