Financial Planning Administrator

Updated: March 27, 2024 11:45 PM GMT

IDEX Consulting Ltd

Winchester

An opportunity has become available for a Financial Planning Administrator to join a growing IFA.

Your role will include but will not be limited to:
• Handle all incoming calls/emails in a professional and efficient manner
• Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
• Record annual review dates on the back office system and monitor regularly
• Plan, book and prepare for all annual review meetings ensuring none are missed
• Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
• Help clients to register for, navigate and update their account
• Collate and pre-populate new business/servicing forms and application packs
• Process all new business ensuring all transactions are tracked through to accurate and timely completion
• Create and update client platform account records

The ideal candidate will:
• Previous experience of working within a similar role... More Detail