At a Glance
- Tasks: Support financial advisers with client servicing and administrative tasks in a dynamic environment.
- Company: Join a well-established national wealth management firm with a focus on inclusion.
- Benefits: Competitive salary, supportive team culture, and opportunities for professional growth.
- Other info: Embrace a diverse workplace committed to equity and inclusion.
- Why this job: Make a real impact in financial planning while developing your skills in a thriving industry.
- Qualifications: Experience in financial services administration and strong communication skills are essential.
The predicted salary is between 54000 - 66000 £ per year.
Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Financial Planning Administrator/Adviser Support to join their growing Scottish team.
Role Overview:
Financial Planning Administrator to support Advisers with client servicing, new business processing and ongoing administrative tasks within a regulated financial planning environment.
Key Responsibilities:
- Process new business and submit applications to providers
- Support client valuations, reviews and policy servicing
- Maintain accurate records and ensure compliance standards
- Liaise with providers and clients to resolve queries
- Assist with quotations, illustrations and Adviser support tasks
About you:
- Experience in financial services administration (IFA/wealth preferred)
- Strong organisation and attention to detail
- Good communication and client service skills
- Understanding of FCA compliance
- Confident using CRM systems
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. 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 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.
Financial Planning Administrator / Adviser Support 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.
