We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning ! Point of contact for all client servicing and new business queries; Provide the business support necessary in meeting strategy and business objectives, as required 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 Have either worked within an administration role in financial services A proven strong ethic of client service Proficient IT skills in core Microsoft Office systems. Professional telephone manner along with excellent written communication skills; This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone! This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided. There are individuals within the Financial Planning and paraplanning team that started their financial services career within this exact role! 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.
Administrator - Support Service (Part-time in London 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.
