Financial Planning Administrator

TN United Kingdom; Brighton; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Services Administrator to join their growing team in Brighton. This role is ideal for a proactive individual with a background in administration within the Financial Services sector. Responsibilities include managing adviser diaries, preparing review paperwork, and assisting with Financial Planning Reports. The company values strong numeracy and communication skills, along with a commitment to excellent customer service. Join a dynamic team where you can contribute to the success of financial operations while ensuring compliance with regulatory standards.

Qualifications

• Experience in an administrative role within Financial Services.
• Strong attention to detail and numeracy skills.

Responsibilities

• Manage adviser diaries and prepare review paperwork.
• Handle customer queries and ensure compliance with regulations.

Skills

Numeracy Skills

Communication Skills

Problem-Solving Abilities

Customer Service

Organizational Skills

Tools

Word

Excel

Job description

Social network you want to login/join with:

Client:

IDEX Consulting

Location:

Brighton, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

IDEX is recruiting on behalf of a business demonstrating strong growth across the UK, which now requires a Financial Services Administrator to join their office in the Brighton and Hove area.

The role is suited for a positive individual with experience in an administrative capacity within the Financial Services industry, who enjoys liaising with senior team members.

Responsibilities include:

• Managing adviser diaries and preparing review paperwork for client meetings
• Completing actions and administration after client meetings
• Preparation and processing of new business
• Assisting in the preparation of Financial Planning Reports
• Handling non-advice customer queries by telephone and email
• Ensuring customer administration complies with regulatory obligations
• Keeping up to date with financial products and legislation, demonstrating continual learning and development
• Performing other administrative duties as required

Qualifications and Skills:

• Strong numeracy skills and attention to detail
• Excellent written and verbal communication skills
• Self-motivated, highly organized, with good problem-solving abilities
• Proficiency in Word, Excel, and quick adaptation to new systems
• Proven experience in delivering excellent customer service