At a Glance
- Tasks: Handle client queries and support Financial Planners in delivering exceptional service.
- Company: Join a growing financial planning firm with a supportive culture.
- Benefits: Long-term career prospects, professional development, and a dynamic work environment.
- Other info: Embrace a diverse and inclusive workplace where your authentic self is valued.
- Why this job: Be part of an exciting growth phase and make a real impact on client experiences.
- Qualifications: Experience in financial planning admin and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Responsibilities
- 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
Qualifications
- 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 Admin (Exeter) employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
