Client-Focused Financial Planning Administrator (Hybrid)

IDEX Consulting Ltd.; Sheffield; Hybrid; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Hybrid working

Job summary

IDEX Consulting Ltd. is assisting a Sheffield-based financial planning business to recruit a Financial Planning Administrator. You will support Financial Advisers and clients, handling admin tasks and client service across the planning journey.

The role involves diary management, meeting pack preparation, processing applications and paperwork, and liaising with product providers. Hybrid work follows a six-month probation, with office and home days.

Qualifications

• Experience in an administrative or client service role within financial services.
• Strong communication skills and ability to liaise with clients, Advisers and external providers.
• Excellent organisational skills and ability to manage competing priorities.
• High attention to detail with proactive problem-solving.
• Good working knowledge of Microsoft Office.
• Experience using XPLAN or a similar back-office system.

Responsibilities

• Acting as a key point of contact for clients, handling queries professionally and ensuring they receive a high standard of service.
• Managing Adviser diaries, arranging client meetings and coordinating annual reviews.
• Preparing client meeting packs and providing day-to-day administrative support to Financial Advisers.
• Processing client instructions, applications, policy documentation and other associated paperwork.
• Liaising with product providers to obtain information, track applications and ensure cases progress through to completion.
• Processing changes of agency, letters of authority, fund switches and other client-related requests.
• Maintaining accurate client records and updating the back-office system.
• Supporting compliance processes, including checking documentation and ensuring records are maintained appropriately.
• Working collaboratively with colleagues to ensure deadlines are met and clients receive a consistent, high-quality service.

Skills

Administrative experience

Client service

Microsoft Office

Communication skills

Attention to detail

Tools

XPLAN

CRM system

Job description

IDEX Consulting Ltd. is assisting a Sheffield-based financial planning business to recruit a Financial Planning Administrator. You will support Financial Advisers and clients, handling admin tasks and client service across the planning journey.

The role involves diary management, meeting pack preparation, processing applications and paperwork, and liaising with product providers. Hybrid work follows a six-month probation, with office and home days.