Financial Planning Administrator

IDEX Consulting; Swanley; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A growing IFA in Swanley seeks an experienced Financial Planning Administrator for a hybrid role. This position offers diverse responsibilities, including client administration support and liaising with providers, with opportunities for career development into paraplanning and advising.

Benefits

Excellent career opportunities

Competitive salary and benefits

Growth plans for the business

Qualifications

• Experience providing direct administrative support to regulated financial advisors.
• Familiarity with the full product range in financial services.

Responsibilities

• Provide essential support to the Adviser Support Operations Manager.
• Process and follow up on new business.
• Prepare illustrations and projections.

Skills

Client administration support

Communication

Attention to detail

Job description

Job Title: Financial Planning Administrator

A growing IFA is looking to add an experienced Financial Planning Administrator to their team in Swanley. This hybrid position offers a varied and challenging role, with opportunities for career development and progression into paraplanning, advising, and other areas of the business.

Main Duties:

1. Working closely with the Adviser Support Operations Manager and established team of Administrators to provide essential support to the wider team
2. Client administration support and servicing
3. Processing and following up on new business
4. Preparing illustrations and projections
5. Conducting valuations
6. Assisting with daily telephone support within the team
7. Updating and maintaining information on the back-office system accurately
8. Liaising with providers to obtain fund values, unit prices, and transaction statements
9. Preparing enclosure documents for suitability reports
10. Communicating with clients and providers
11. Raising invoices as required and ensuring remuneration records are accurate
12. Chasing providers and clients for outstanding remuneration

Candidate Requirements:

Applicants must have experience providing direct administrative support to regulated financial advisors across the full product range.

Additional Benefits:

Excellent career opportunities, competitive salary and benefits, and the chance to be part of exciting growth plans for the business.

Additional Information:

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Our Diversity, Equity, and Inclusion Mission

At IDEX, we promote an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to fostering diversity and creating equitable opportunities across all levels of our organization.