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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team. As a key member of our team, you will provide high-level support to our Financial Planners across the full advice range, including investments and pensions.Key Responsibilities:Process new...
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team. As a key member of our team, you will provide high-level support to our Financial Planners across the full advice range, including investments and pensions.Key Responsibilities:Process new...
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Financial Planning Administrator
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJob 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...
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Experienced Financial Planning Administrator
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin 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...
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Experienced Financial Planning Administrator
1 month ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin 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...
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Experienced Financial Planning Administrator
1 month ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin 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...
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Experienced Financial Planning Administrator
1 month ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin 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...
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Financial Planning Administrator
2 months ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJob 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...
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Financial Planning Assistant
1 month ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team. 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...
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Financial Planning Assistant
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team. 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...
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Financial Planning Assistant
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team. 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...
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Financial Planning Assistant
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Financial Planning Assistant
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-
Financial Planning Assistant
3 weeks ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial 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...
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Financial Planning Assistant
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial 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...
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Financial Planning Coordinator
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Financial Planning Coordinator
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Financial Planning Administrator
2 months ago
We 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 back-office system with new business and upload relevant documents.
- Pay out ad hoc income requests.
- Prepare Annual Client Review Reports.
- Assist with ad hoc projects.
We offer an extremely friendly and supportive environment where personal and professional development is actively 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, please apply for a confidential conversation to discuss this opportunity further.
