At a Glance
- Tasks: Manage client queries and support Financial Planners in delivering exceptional service.
- Company: A growing financial planning firm with a forward-thinking approach.
- Benefits: Up to £33,000 salary, bonus, and hybrid working options.
- Other info: Long-term career prospects in a supportive environment.
- Why this job: Join a dynamic team during an exciting growth phase and make a real impact.
- Qualifications: Experience in Financial Planning Administration and strong communication skills.
The predicted salary is between 33000 - 33000 £ per year.
An exciting opportunity has arisen in Exeter for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base.
Key responsibilities will include:
- Handling incoming calls and emails in a professional and efficient manner
- Managing client queries, escalating only those requiring advice to the Financial Planner
- Recording and monitoring annual review dates on the back-office system
- Planning, booking, and preparing for annual review meetings, ensuring nothing is missed
- Supporting the Financial Planner to deliver a high level of ongoing client service
- Assisting clients with account access, navigation, and updates
- Providing regular updates to both clients and Financial Planners on outstanding cases
- Maintaining accurate client and plan data across internal systems
- Preparing and processing new business documentation and application packs
- Managing new business through to completion, ensuring accuracy and timeliness
- Creating and maintaining client platform records
- Handling technical queries, including AML checks, referrals, and beneficial ownership queries
The ideal candidate will have:
- Previous experience in a Financial Planning Administration role
- Strong communication and interpersonal skills
- Excellent organisation, diary management, and planning abilities
- High attention to detail and accuracy
- The ability to work independently and use initiative
- A professional and confident telephone manner
- A strong commitment to delivering exceptional client service
This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment.
Client Administrator in Devon employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
