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    Financial Planning Administrator Home and Office - Guildford, Surrey, United Kingdom - IDEX Consulting

    Idex Consulting background
    Description

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.

    This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.

    Prepare and print illustrations, key features and applications as required
    Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
    Request policy information from third party policy providers
    Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
    Experience of working in a financial services support role with knowledge of investments and pensions
    Proficient IT skills in core Microsoft Office systems

    Professional telephone manner along with excellent written communication skills; Full financial support to achieve industry qualifications will be provided alongside excellent training.

    Visit the IDEX Consulting Ltd website for further opportunities.

    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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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