Financial Planning Administrator

IDEX Consulting are working with a Financial Advisory business with a strong regional reputation who are recruiting for a Financial Planning Administrator to join their team.

Duties include;

• Supporting Directors, Advisers, and Paraplanners in service delivery
• Dealing with client queries and providing a friendly and professional point of contact
• Preparing documentation for meetings
• Processing new business from the adviser team
• Processing transactions and trade requests across our preferred platforms
• Creating client portfolio valuations
• Creating annual review packs for the financial planners

You will benefit from free parking, support from a long-standing team to help bed you into the business and a genuine career path including support for industry qualifications.

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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.