Client Administrator

IDEX Consulting Ltd; Exeter; Hybrid; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Bonus

Job summary

IDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.

Key duties include handling calls, managing client queries, scheduling annual reviews, preparing documentation, and maintaining accurate client data across systems to ensure timely delivery of service.

Qualifications

• Previous experience in a Financial Planning Administration role.
• Strong communication and interpersonal skills.
• Excellent organisation, diary management, and planning abilities.
• High attention to detail and accuracy.
• The ability to work independently and use initiative.
• A professional and confident telephone manner.
• A strong commitment to delivering exceptional client service.

Responsibilities

• Handling incoming calls and emails in a professional and efficient manner.
• Managing client queries, escalating only those requiring advice to the Financial Planner.
• Recording and monitoring annual review dates on the back-office system.
• Planning, booking, and preparing for annual review meetings, ensuring nothing is missed.
• Supporting the Financial Planner to deliver a high level of ongoing client service.
• Assisting clients with account access, navigation, and updates.
• Providing regular updates to both clients and Financial Planners on outstanding cases.
• Maintaining accurate client and plan data across internal systems.
• Preparing and processing new business documentation and application packs.
• Managing new business through to completion, ensuring accuracy and timeliness.
• Creating and maintaining client platform records.
• Handling technical queries, including AML checks, referrals, and beneficial ownership queries.

Skills

Communication skills

Organisational skills

Attention to detail

Autonomy

Professional telephone manner

Customer service

Job description

Financial Planning Administrator - Bath or Exeter | Hybrid - £33,000 +bonus

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base.

Key responsibilities will include:

• Handling incoming calls and emails in a professional and efficient manner
• Managing client queries, escalating only those requiring advice to the Financial Planner
• Recording and monitoring annual review dates on the back-office system
• Planning, booking, and preparing for annual review meetings, ensuring nothing is missed
• Supporting the Financial Planner to deliver a high level of ongoing client service
• Assisting clients with account access, navigation, and updates
• Providing regular updates to both clients and Financial Planners on outstanding cases
• Maintaining accurate client and plan data across internal systems
• Preparing and processing new business documentation and application packs
• Managing new business through to completion, ensuring accuracy and timeliness
• Creating and maintaining client platform records
• Handling technical queries, including AML checks, referrals, and beneficial ownership queries

The ideal candidate will have:

• Previous experience in a Financial Planning Administration role
• Strong communication and interpersonal skills
• Excellent organisation, diary management, and planning abilities
• High attention to detail and accuracy
• The ability to work independently and use initiative
• A professional and confident telephone manner
• A strong commitment to delivering exceptional client service

This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment.