Hybrid Financial Planning Administrator | £33k + Bonus

IDEX Consulting Ltd; Exeter; Hybrid; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Bonus

Job summary

IDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.

Key duties include handling calls, managing client queries, scheduling annual reviews, preparing documentation, and maintaining accurate client data across systems to ensure timely delivery of service.

Qualifications

• Previous experience in a Financial Planning Administration role.
• Strong communication and interpersonal skills.
• Excellent organisation, diary management, and planning abilities.
• High attention to detail and accuracy.
• The ability to work independently and use initiative.
• A professional and confident telephone manner.
• A strong commitment to delivering exceptional client service.

Responsibilities

• Handling incoming calls and emails in a professional and efficient manner.
• Managing client queries, escalating only those requiring advice to the Financial Planner.
• Recording and monitoring annual review dates on the back-office system.
• Planning, booking, and preparing for annual review meetings, ensuring nothing is missed.
• Supporting the Financial Planner to deliver a high level of ongoing client service.
• Assisting clients with account access, navigation, and updates.
• Providing regular updates to both clients and Financial Planners on outstanding cases.
• Maintaining accurate client and plan data across internal systems.
• Preparing and processing new business documentation and application packs.
• Managing new business through to completion, ensuring accuracy and timeliness.
• Creating and maintaining client platform records.
• Handling technical queries, including AML checks, referrals, and beneficial ownership queries.

Skills

Communication skills

Organisational skills

Attention to detail

Autonomy

Professional telephone manner

Customer service

Job description

IDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.

Key duties include handling calls, managing client queries, scheduling annual reviews, preparing documentation, and maintaining accurate client data across systems to ensure timely delivery of service.