Experienced Financial Planning Administrator

4 days ago

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

We 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 support to experienced financial planners across the full advice range, including investments and pensions.
  • Update the back-office system with new business and upload relevant documents.
  • Pay out ad hoc income requests and manage annual client review reports.
  • Contribute to ad hoc projects and develop your skills in paraplanning.
What We Offer

At IDEX Consulting, we provide a friendly and supportive environment where you can grow professionally and personally. You will benefit from excellent training, full support to acquire industry qualifications, and the opportunity to work with a team that values client service and professionalism.

We are committed to driving conscious inclusion across our business and creating equitable pathways for all employees. If you are an experienced Financial Planning Administrator looking for a new challenge, please apply for a confidential conversation to discuss this opportunity further.

  • 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

    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

    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

    2 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

    2 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...

  • Experienced Financial Administrator

    4 days ago

    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking an experienced Financial Administrator to join our clients SJP Practice in Brighton. This position will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...

  • Experienced Financial Administrator

    4 days ago

    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking an experienced Financial Administrator to join our clients SJP Practice in Brighton. This position will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...

  • Experienced Financial Administrator

    5 days ago

    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking an experienced Financial Administrator to join our clients SJP Practice in Brighton. This position will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...

  • Experienced Financial Administrator

    5 days ago

    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking an experienced Financial Administrator to join our clients SJP Practice in Brighton. This position will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide technical and administrative support...

  • 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 Administrator

    4 days ago

    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job OverviewArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Brighton. The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring seamless communication between clients and colleagues, and maintaining accurate records...

  • Experienced Financial Administrator

    4 days ago

    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job OverviewArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Brighton. The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring seamless communication between clients and colleagues, and maintaining accurate records...

  • Experienced Financial Planning Professional

    3 weeks ago

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

    Job SummaryWe 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 ResponsibilitiesUpdating our back-office system with new business and...

  • Experienced Financial Planning Professional

    3 weeks ago

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

    Job SummaryWe 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 ResponsibilitiesUpdating our back-office system with new business and...