Financial Planning Administrator - Hove, United Kingdom - Idex

Idex

Verified Company

Hove, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team.

The role will be to provide high level support to the Financial Planners of the business across the full advice range including investments and pensions

Some key responsibilities are:

Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements
Updating the backoffice system with the new business and uploading all relevant documents
Working with a number of provider platforms to add expectations for new monies in
Processing Switches
Purchasing and selling of funds
Paying out ad hoc income requests
Annual Client Review Reports
Supporting Advisers in collating information/documents in preparation for meetings
Ad hoc Projects

The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged.

You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times.

They also offer hybrid working for a more flexible working week and excellent company benefits.

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.