Financial Planning Administrator

IDEX Consulting; Newcastle upon Tyne; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking an IFA Administrator to join their dynamic team in a hybrid role. This position offers the opportunity to work closely with Financial Advisors, providing essential support and managing client relationships. You will be responsible for diary management, preparing meeting materials, and liaising with high net worth clients to ensure an exceptional experience. With a focus on internal progression and a supportive team environment, this role is perfect for those looking to grow in the financial advisory sector. If you are proactive, organized, and eager to contribute to a thriving business, this opportunity is for you.

Benefits

Study Support

Hybrid Working Model

Qualifications

• Experience in supporting Financial Advisors and managing client relationships.
• Strong organizational skills for diary management and meeting preparations.

Responsibilities

• Provide proactive support to Financial Advisors and manage client meetings.
• Prepare meeting packs and ensure smooth processes for high net worth clients.

Skills

Client Management

Diary Management

Communication Skills

Database Management

Education

Relevant Financial Qualifications

Job description

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.

Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.

Duties include:

1. Working closely with Financial Advisors to offer pro-active support
2. Diary management and arranging client meetings
3. Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
4. Prepare meeting packs prior to client meetings on behalf of Advisors
5. Raise invoices where required
6. Database management

The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work.

The role will have a hybrid working pattern (3 days office/2 days home) with study support available, should this be your ambition.