Financial Planning Administrator

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

Job summary

A forward-thinking company is seeking a Financial Services Administrator to support their growing team in Brighton. This role is perfect for a detail-oriented individual who thrives in an administrative capacity within the Financial Services sector. You will manage adviser diaries, prepare essential documentation for client meetings, and ensure that customer administration meets compliance standards. If you have strong numeracy and communication skills, along with a passion for delivering excellent customer service, this is an exciting opportunity to contribute to an innovative and inclusive workplace.

Qualifications

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

Responsibilities

• Manage adviser diaries and prepare paperwork for client meetings.
• Ensure compliance with regulatory obligations and handle customer queries.

Skills

Numeracy Skills

Communication Skills

Problem-Solving Skills

IT Skills (Word, Excel)

Customer Service

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.

Role Overview

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

Responsibilities include:

1. Managing adviser diaries and preparing review paperwork for client meetings
2. Completing actions and administration after client meetings
3. Preparation and processing of new business
4. Assisting in the preparation of Financial Planning Reports
5. Handling non-advice customer queries via telephone and email
6. Ensuring customer administration complies with regulatory and compliance obligations
7. Staying updated with financial products and legislation, demonstrating ongoing learning and development
8. Performing other administrative duties as required

Candidate Requirements:

1. Strong numeracy skills with keen attention to detail
2. Excellent written and verbal communication skills
3. Self-motivated, highly organized, with good problem-solving skills
4. Proficient in IT skills such as Word and Excel, with the ability to learn new systems quickly
5. Proven experience in delivering excellent customer service

Additional Information

Visit the IDEX Consulting Ltd website for more opportunities. Please note that the information provided may be retained for up to 10 years for future vacancies. For details on data usage, refer to the Privacy Policy on our website.

Our Diversity, Equity, and Inclusion Mission

At IDEX, we aim for an inclusion-first culture where everyone is treated fairly and can be authentic at work. We recognize that diverse representation at all levels requires ongoing effort, and we are committed to fostering conscious inclusion and creating equitable pathways.