At a Glance
- Tasks: Support Financial Planners with investments and pensions, ensuring compliance and processing new business.
- Company: Award-winning financial planning organisation with a friendly and supportive culture.
- Benefits: Excellent training, support for industry qualifications, and a focus on personal development.
- Other info: Diverse and inclusive workplace committed to equity and authentic representation.
- Why this job: Join a chartered firm and make a real impact in client service and professionalism.
- Qualifications: Experience as a Financial Planning Administrator and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Overview
An award winning, financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their office in Wendover, Buckinghamshire.
The role will be to provide high level support to experienced Financial Planners across the full advice range including investments and pensions.
Responsibilities
- Processing the submission of new and top-up business to relevant provider platforms, ensuring the Adviser has provided full compliance requirements.
- Updating the back-office system with the new business and uploading all relevant documents.
- Working with a number of provider platforms to set expectations for new monies in.
- Processing switches.
- Purchasing and selling of funds.
- Paying out ad hoc income requests.
- Preparing annual client review reports.
- Supporting Advisers in collating information and documents in preparation for meetings.
- Ad hoc projects.
- Development and Environment
The company provides an extremely friendly and supportive environment where personal and professional development is actively encouraged.
You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism are maintained at all times.
How to apply
If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career, please apply for a confidential conversation.
Additional information
Visit the IDEX Consulting Ltd website for further opportunities.
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-forward 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.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Wendover
✨Tap into Campus Networks
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We think you need these skills to ace IFA Administrator in Wendover
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting.
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Research and Reflect:Before hitting that 'apply' button on IDEX Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting.
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✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
