Experienced Financial Planning Professional

2 months ago

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

Job Summary

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

  • Updating our back-office system with new business and uploading relevant documents.
  • Paying out ad hoc income requests.
  • Preparing Annual Client Review Reports.
  • Assisting with ad hoc projects.

Company Culture

IDEX Consulting Ltd provides a 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.

Our Diversity, Equity and Inclusion Mission

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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