Financial Planning Administrator

2 days ago

Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time
Financial Planning Administrator Opportunity

At IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team in Hove. As a key member of our team, you will provide high-level support to our Financial Planners, ensuring the smooth delivery of our financial planning services.

Key Responsibilities:
  • Process new business submissions 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, purchases, and sales of funds.
  • Pay out ad hoc income requests.
  • Prepare Annual Client Review Reports.
  • Support Advisers in collating information/documents for meetings.
  • Assist with ad hoc projects.

We offer a friendly and supportive environment where personal and professional development is encouraged. You will benefit from excellent training, full support to acquire industry qualifications, and the opportunity to work for a chartered firm that maintains the highest levels of client service and professionalism.

If you are an experienced Financial Planning Administrator looking for a new challenge and are based in the Hove area, we encourage you to apply for a confidential conversation.

Visit our website for further opportunities and to learn more about our Diversity, Equity, and Inclusion Mission.

  • Financial Planning Administrator

    1 week ago

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

    Join Our Team as a Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role will provide high-level support to our experienced financial planners across the full advice range, including investments and pensions.Key Responsibilities:Update our...

  • Financial Planning Administrator

    1 week ago

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

    Join Our Team as a Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role will provide high-level support to our experienced financial planners across the full advice range, including investments and pensions.Key Responsibilities:Update our...

  • Financial Planning Administrator

    4 days ago

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

    Financial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team in Hove. As a key member of our team, you will provide high-level support to our Financial Planners, ensuring the smooth delivery of our financial planning services.Key Responsibilities:Process new...

  • Financial Planning Administrator

    4 days ago

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

    Financial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team in Hove. As a key member of our team, you will provide high-level support to our Financial Planners, ensuring the smooth delivery of our financial planning services.Key Responsibilities:Process new...

  • Financial Planning Administrator

    3 weeks 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 new business submissions to relevant provider...

  • Financial Planning Administrator

    3 weeks 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 new business submissions to relevant provider...

  • Experienced Financial Planning Administrator

    6 days ago

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

    Join Our Financial Planning TeamWe 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 ResponsibilitiesProvide high-level support...

  • Experienced Financial Planning Administrator

    6 days ago

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

    Join Our Financial Planning TeamWe 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 ResponsibilitiesProvide high-level support...

  • Experienced Financial Planning Administrator

    3 days ago

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

    Join Our Financial Planning TeamWe 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 ResponsibilitiesProvide high-level support...

  • Experienced Financial Planning Administrator

    4 days ago

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

    Join Our Financial Planning TeamWe 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 ResponsibilitiesProvide high-level support...

  • Experienced Financial Planning Administrator

    2 days ago

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

    Join Our Financial Planning TeamWe 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...

  • Experienced Financial Planning Administrator

    2 days ago

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

    Join Our Financial Planning TeamWe 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...

  • Financial Planning Administrator

    3 weeks 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...

  • Financial Planning Administrator

    3 weeks 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...

  • Financial Planning Assistant

    1 week ago

    Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

    Financial Planning Role at Ortus PSROrtus PSR is a leading independent financial advisory (IFA) company dedicated to delivering exceptional financial planning and investment management services. Our collaborative culture encourages employees to grow and develop their careers.Job SummaryWe are seeking a motivated Junior or trainee Paraplanner to join our team...

  • Financial Planning Assistant

    7 days ago

    Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

    Financial Planning Role at Ortus PSROrtus PSR is a leading independent financial advisory (IFA) company dedicated to delivering exceptional financial planning and investment management services. Our collaborative culture encourages employees to grow and develop their careers.Job SummaryWe are seeking a motivated Junior or trainee Paraplanner to join our team...

  • Financial Planning Assistant

    3 weeks ago

    Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

    Our company, Ortus PSF, is a leading financial advisory firm dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, we pride ourselves on our collaborative culture, where employees are encouraged to grow and develop their careers.**Associate Paraplanner...

  • Financial Planning Assistant

    3 weeks ago

    Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

    Our company, Ortus PSF, is a leading financial advisory firm dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, we pride ourselves on our collaborative culture, where employees are encouraged to grow and develop their careers.**Associate Paraplanner...

  • Financial Planning Assistant

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

    Our company, Ortus PSF, is a leading financial advisory firm dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, we pride ourselves on our collaborative culture, where employees are encouraged to grow and develop their careers.**Associate Paraplanner...

  • Financial Planning Assistant

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

    Our company, Ortus PSF, is a leading financial advisory firm dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, we pride ourselves on our collaborative culture, where employees are encouraged to grow and develop their careers.**Associate Paraplanner...