Financial Planning Administrator - Ipswich, United Kingdom - Idex

Idex

Verified Company

Ipswich, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working.

Your role will include but will not be limited to:

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
Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
Process all new business ensuring all transactions are tracked through to accurate and timely completion
Create and update client platform account records
Previous experience of working within a similar role
Strong interpersonal, communication and customer service skills
Excellent diary management, planning and organisational skills
Excellent accuracy and attention to detail
Proven ability to work on own initiative
Excellent telephone manner
Proven high level of customer service

This is an excellent opportunity for a Financial Planning Administration role in Ipswich to join a growing financial planning firm.

Visit the IDEX Consulting Ltd website for further opportunities.

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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.