Demand Planner-Jobs in Großbritannien

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.

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

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

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

For more opportunities, visit the IDEX Consulting Ltd website. Please note that your data may be retained for up to 10 years for future vacancies. For details on data usage, see the Privacy Policy on the IDEX Consulting website.

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.