Financial Planning Administrator
Job Description
Job title: Financial Planning Administrator
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Financial Planning Administrator
Job details Posted 20 February 2024 Salary£27000.00 – £32000.00 per annum + benefits package LocationCoventry Job type Discipline Expiry 30 May 2024 Reference40572_1708420710
Consultant
Business Manager
Financial Planning Administrator
Job description
Financial Planning Administrator
Flexible hybrid working, competitive salary, bonus and full benefits including non-contributory pension and private medical.
A chartered and professional Financial Planning firm have a client support and administration opportunity.
Responsibilities include:
Experience of working within an IFA/ financial planning firm in an administrative role supporting Financial Advisers or Financial Planners.
Maintain effective relationships with clients and colleagues.
Point of contact for client servicing and new business queries.
Provide support for client meetings.
Request policy information from providers.
Coordinate and produce client valuations.
Maintain client records in accordance with internal compliance requirements.
Manage workload to ensure all activities are timely and compliant.
Skills and Qualifications:
Experience gained in an IFA administration or Financial Planning support role.
Organisation and prioritisation skills being able to work independently and within a team.
An understanding and good working knowledge of pensions and investments.
A competitive salary and benefits package, joining a friendly and supportive team environment. Support is available with further development and industry qualifications.
Development opportunities might lead to Paraplanner, Team Manager or Trainee Financial Planner.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £32000 per year
Location: Harrogate, North Yorkshire
