An established financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in Berkshire. They offer hybrid working and a supportive and professional environment to develop your career in.

The role will be to provide high level support to the experienced financial planners across the full advice range including investments and pensions. Some key responsibilities are:

• Processing the submission of new & top up business to relevant provider platforms, checking 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 add expectations for new monies in
• Processing Switches
• Purchasing and selling of funds
• Paying out ad hoc income requests
• Annual Client Review Reports
• Supporting Advisers in collating information/documents in preparation for meetings
• Ad hoc Projects

The company provide 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.

If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation.

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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.