Financial Planning Administrator

IDEX Consulting; 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 dynamic team. In this role, you will support Directors and Advisers, manage client queries, and prepare essential documentation for meetings. The ideal candidate will have experience with Curo back office systems and a passion for delivering exceptional client service. You will benefit from a supportive environment with free parking and a clear career path, including opportunities for industry qualifications. If you're looking to grow your career in financial planning, this is a fantastic opportunity to make a meaningful impact.

Benefits

Free Parking

Support from Long-standing Team

Career Path Support

Industry Qualifications Support

Qualifications

• Experience with Curo back office systems is essential.
• Strong communication skills for client interaction.

Responsibilities

• Support Directors and Advisers in service delivery and client queries.
• Prepare documentation and process transactions for the adviser team.

Skills

Client Communication

Documentation Preparation

Business Processing

Portfolio Valuation

Tools

Curo Back Office Systems

Job description

IDEX Consulting are working with a Financial Advisory business with a strong regional reputation who are recruiting for a Financial Planning Administrator to join their team.

Duties include:

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

Due to the nature of the role, it is essential that the successful applicant has experience with Curo back office systems.

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