Financial Planning Administrator

IDEX Consulting Ltd.; Sheffield; Híbrido; GBP 22.000 - 29.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Descripción de la vacante

IDEX Consulting Ltd. is assisting a Sheffield-based financial planning business to recruit a Financial Planning Administrator. You will support Financial Advisers and clients, handling admin tasks and client service across the planning journey.

The role involves diary management, meeting pack preparation, processing applications and paperwork, and liaising with product providers. Hybrid work follows a six-month probation, with office and home days.

Formación

• Experience in an administrative or client service role within financial services.
• Strong communication skills and ability to liaise with clients, Advisers and external providers.
• Excellent organisational skills and ability to manage competing priorities.
• High attention to detail with proactive problem-solving.
• Good working knowledge of Microsoft Office.
• Experience using XPLAN or a similar back-office system.

Responsabilidades

• Acting as a key point of contact for clients, handling queries professionally and ensuring they receive a high standard of service.
• Managing Adviser diaries, arranging client meetings and coordinating annual reviews.
• Preparing client meeting packs and providing day-to-day administrative support to Financial Advisers.
• Processing client instructions, applications, policy documentation and other associated paperwork.
• Liaising with product providers to obtain information, track applications and ensure cases progress through to completion.
• Processing changes of agency, letters of authority, fund switches and other client-related requests.
• Maintaining accurate client records and updating the back-office system.
• Supporting compliance processes, including checking documentation and ensuring records are maintained appropriately.
• Working collaboratively with colleagues to ensure deadlines are met and clients receive a consistent, high-quality service.

Conocimientos

Administrative experience

Client service

Microsoft Office

Communication skills

Attention to detail

Herramientas

XPLAN

CRM system

Descripción del empleo

Are you an experienced Administrator with a strong focus on client service, looking for your next opportunity within financial services?
We're working with an established financial planning business that is looking to recruit a Financial Planning Administrator to join its Sheffield team. This is an excellent opportunity to become part of a supportive team, providing essential administrative and client service support to Financial Advisers and their clients.
You'll play an important role in ensuring the smooth day-to-day running of the business, helping to deliver a professional, efficient and personal service to clients throughout their financial planning journey.

The Role

Working closely with Financial Advisers and colleagues across the wider support team, your responsibilities will include:

• Acting as a key point of contact for clients, handling queries professionally and ensuring they receive a high standard of service
• Managing Adviser diaries, arranging client meetings and coordinating annual reviews
• Preparing client meeting packs and providing day-to-day administrative support to Financial Advisers
• Processing client instructions, applications, policy documentation and other associated paperwork
• Liaising with product providers to obtain information, track applications and ensure cases progress through to completion
• Processing changes of agency, letters of authority, fund switches and other client-related requests
• Maintaining accurate client records and updating the back-office system
• Supporting compliance processes, including checking documentation and ensuring records are maintained appropriately
• Working collaboratively with colleagues to ensure deadlines are met and clients receive a consistent, high-quality service

About You

We're keen to speak with individuals who enjoy working in a client-focused environment and take pride in delivering accurate, efficient administration.
Ideally, you'll have:

• Previous experience in an administrative or client service role within financial services
• Strong communication skills, with the confidence to liaise with clients, Advisers and external providers
• Excellent organisational skills and the ability to manage competing priorities
• A high level of attention to detail and a proactive approach to problem-solving
• Good working knowledge of Microsoft Office
• Experience using XPLAN or a similar financial services back-office system would be advantageous

What's on Offer?

• The opportunity to join an established financial planning business with a collaborative team environment
• A supportive team structure, reporting into an experienced team leader
• Hybrid working following successful completion of a six-month probationary period, with three days in the office and two days working from home
• A structured working week, with core hours of 9:00am-5:00pm Monday to Thursday and 9:00am-4:30pm on Fridays
• A role offering variety across client servicing, Adviser support and financial planning administration

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.