IDEX Consulting Ltd
Client Administrator
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Financial Planning Administrator
Exeter | Hybrid Working
Up to £33,000 + bonus
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
- 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
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Ideal Candidate
- 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
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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.
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit - please reach out in confidence to Samantha.durbridge@idexconsulting.com
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