Financial Planning Administrator

IDEX Consulting Ltd; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their reputable team in Leeds. This role involves supporting financial advisers and directors, managing client queries, and preparing essential documentation. The company prides itself on fostering a supportive environment with opportunities for career advancement and professional qualifications. With a commitment to diversity and inclusion, this role offers a chance to thrive in a culture that values authentic contributions. If you are looking for a rewarding career in financial services, this opportunity is perfect for you.

Benefits

Free Parking

Support for Industry Qualifications

Career Path Development

Qualifications

• Experience in financial planning or advisory roles.
• Strong organizational skills and attention to detail.

Responsibilities

• Support Directors and Advisers in service delivery.
• Handle client queries and prepare documentation.

Skills

Client Communication

Documentation Preparation

Business Processing

Education

Relevant Financial Qualifications

Job description

Job Description

IDEX Consulting is working with a Financial Advisory business with a strong regional reputation, recruiting for a Financial Planning Administrator to join their team. Responsibilities include:

1. Supporting Directors, Advisers, and Paraplanners in service delivery
2. Dealing with client queries and providing a friendly and professional point of contact
3. Preparing documentation for meetings
4. Processing new business from the adviser team
5. Processing transactions and trade requests across preferred platforms
6. Creating client portfolio valuations
7. Creating annual review packs for financial planners

You will benefit from free parking, support from a long-standing team to help you integrate into the business, and a genuine career path including support for industry qualifications.

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Our Diversity, Equity, and Inclusion Mission

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 that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion and creating equitable pathways.