Financial Planning Administrator

ZipRecruiter; Swanley; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Une société de conseil financier en pleine croissance recherche un Administrateur en Planification Financière pour rejoindre son équipe à Swanley. Le poste hybride propose un rôle varié et stimulant, avec des opportunités de développement professionnel et de progression vers la planification de projets et le conseil.

Qualifications

• Expérience en soutien administratif direct aux conseillers financiers.
• Connaissance des produits financiers et processus associés.
• Compétences de communication et d'organisation élevées.

Responsibilities

• Support administratif aux conseillers financiers.
• Gestion des demandes des clients et suivi des affaires nouvelles.
• Préparation de documents de rapport et communication avec les fournisseurs.

Skills

Administrative Support

Client Communication

Financial Knowledge

Job description

Job Description

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. Following up with providers and clients regarding outstanding remuneration

To apply, candidates must have experience providing direct administrative support to regulated financial advisors across the full product range. This role offers significant career opportunities, a competitive salary and benefits, and the chance to be part of the company's exciting growth plans.

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Our Equity and Mission

At IDEX, we strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at all levels requires ongoing effort. We are committed to fostering diversity and creating equitable opportunities.