Career Advancement Financial Administrator

6 days ago


Aberdeen, Aberdeen City, United Kingdom undisclosed Full time

Are you looking to take your financial planning career to the next level? Idex Consulting is seeking a highly motivated and experienced professional to join our team as a Financial Planning Administrator.

The Role:

  • As a Financial Planning Administrator, you will play a key role in delivering high-quality financial planning services to clients while adhering to regulatory requirements and governance standards.
  • You will work closely with clients to understand their goals and objectives, and will be responsible for identifying and pursuing new business opportunities.
  • With a large client base, you will have the opportunity to develop and maintain strong relationships with clients and their professional advisers.
  • You will be responsible for delivering high-quality financial planning, achieving required quality standards on a consistent basis.
  • You will also be responsible for maintaining up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, and compliance procedures.

We are looking for a minimum Level 4 qualified and experienced professional who has a strong influencing and communication skillset to build and maintain trusted relationships with clients.

This is a unique opportunity to work with a highly experienced adviser and gain valuable experience in financial planning.


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