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Financial Planning Administrator

2 weeks ago

Borehamwood, United Kingdom Idex Full time

A growing IFA are looking to add an experienced Financial Planning Administrator to their team in Borehamwood. This hybrid position offers a varied and challenging role, lots of career development and progress into paraplanning, advising and other areas of the business.

Main duties:

- Working closely with the Adviser Support Operations Manager and established team of Administrators to provide an integral function to the wider team
- Client administration support and servicing
- Processing and chasing new business
- Illustrations and projections
- Valuations
- Assist with the daily telephone answering within the team
- Accurately update and maintain information on the back-office system
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- Raise invoices where required and ensure all remuneration records are correct
- Actively chasing providers and clients where remuneration is outstanding

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.