Financial Planning Administrator

3 weeks 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. 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 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, please apply for a confidential conversation. Visit our website for further information on how we use your data and our Privacy Policy.

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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