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Financial Planning Administrator

2 months ago

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

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.