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 21 February 2024 Salary£25000.00 – £30000.00 per annum LocationDundee Job type Discipline Expiry 31 May 2024 Reference40944_1708511275
Consultant
Senior Consultant
Financial Planning Administrator
Job description
A large well known financial services practice with 4 offices in Scotland is currently expanding and looking for an experienced Financial Services Administrator to join the team.
Responsibilities:
- To work with the Directors, Advisers and Paraplanners in all aspects of administration support
- Good knowledge of platforms and providers
- Submission of new business and inputting of data in the back-office system (Intelliflo)
- Liaise with providers to obtain relevant client, product and Fund Manager information for Advisers and Paraplanners to analyse and include within advice reports
- To produce personalised illustrations/key features documents/product literature etc. within laid down timescales. Completion of applications ready for client signature
- Provide technical support dealing with income drawdown and knowledge of income and capital gains tax required
- Working knowledge of running various FE Analytics reports as required by Advisers
- Annual reviews including preparation of pre-meeting documentation, task control and checking of data produced pre-issue
- Fund switches and rebalances, checking peer work
The successful candidate will:
- Experience in the financial planning profession
- Excellent relationship builder and communicator
- Excellent IT skills and comfortable using a variety of financial planning software
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: £30000 per year
Location: Harrogate, North Yorkshire
