Financial Services Administrator

IDEX Consulting; Reading; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their dynamic team in Reading or Borehamwood. This role offers a fantastic opportunity for career advancement within a supportive environment. You'll work closely with Financial Advisors, manage client interactions, and contribute to a positive team culture. With flexible working arrangements and a strong focus on professional development, this position is perfect for those looking to grow in the financial sector. If you're ready to take the next step in your career, this is the opportunity for you.

Benefits

30 days annual leave plus bank holidays

10% bonus

Flexible working arrangements

Private medical insurance

Study support for professional development

Qualifications

• Experience in financial planning administration is essential.
• Strong communication skills with high-net-worth clients.

Responsibilities

• Collaborate with Financial Advisors to assist clients effectively.
• Manage calendars and schedule client meetings efficiently.

Skills

Financial Planning Administration

Client Communication

Database Management

Job description

I'm currently seeking a Financial Planning Administrator to join a leading financial advisory group with offices in Borehamwood or Reading. Due to the company's ongoing success, they are looking for talented individuals with experience in financial planning administration. If you're ready to advance your career, this is a fantastic opportunity to join a thriving team.

Responsibilities:

1. Collaborate closely with Financial Advisors to provide proactive assistance
2. Manage calendars and schedule client meetings
3. Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
4. Assemble meeting materials for Advisors before client meetings
5. Raise invoices when required
6. Database management
7. Contribute to a positive team environment and support company values

Benefits:

• 30 days annual leave plus bank holidays
• 10% bonus
• Flexible and hybrid working arrangements
• Private medical insurance
• Study support for professional development

The business offers significant opportunities for progression, as demonstrated by recent promotions of other financial planning administrators. Joining this team, you will feel part of a supportive and collaborative environment with a proactive and passionate approach to work.

The company supports hybrid and flexible working, including study support, to help you achieve your career ambitions.

If this Financial Planning Admin role in Borehamwood or Reading, paying up to £32,000, sounds appealing and you'd like more information, please send your CV to [e-mail].

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at every level requires ongoing, measurable efforts. We are committed to fostering conscious inclusion and creating equitable pathways within our organization.