Financial Planning Administrator

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

Job summary

An established industry player is seeking a Financial Services Administrator to support their growing team in the Brighton and Hove area. This role is perfect for a proactive individual with a background in administration within the financial services sector. You'll manage adviser diaries, prepare essential paperwork for client meetings, and handle customer queries. If you possess strong numeracy and communication skills, along with a knack for organization and problem-solving, this opportunity offers a dynamic work environment where you can thrive and develop your career further.

Qualifications

• Experience in an administrative role within the Financial Services industry.
• Ability to manage adviser diaries and prepare review paperwork.

Responsibilities

• Manage adviser diaries and prepare paperwork for client meetings.
• Complete actions and administration after client meetings.
• Assist in the preparation of Financial Planning Reports.

Skills

Numeracy Skills

Communication Skills

Self-motivation

Organizational Skills

Problem Solving

Customer Service

Tools

Microsoft Word

Microsoft Excel

Job description

IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area.

The role will suit a positive individual who has experience within 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
• Assist in the preparation of Financial Planning Reports
• Handling non-advice customer queries by telephone and email
• Ensure that customer administration is carried out in accordance with compliance and regulatory obligations
• Keep up to date with financial products and legislation, demonstrating continual learning and development
• Other administrative duties as require

To be successful you should be able to demonstrate:

• Strong numeracy skills, with a good eye for detail
• Excellent communication skills both written and verbal
• Self-motivation, be highly organised and have good problem solving capabilities
• Good IT skills such as Word, Excel and the ability to pick up new systems quickly
• A proven background in providing excellent customer service

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