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Financial Planning Administrator / Trainee Paraplanner, Hove
Client:
IDEX Consulting
Location:
Hove, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
53791566c62c
Job Views:
3
Posted:
21.05.2025
Expiry Date:
05.07.2025
Job Description:
An award-winning financial planning practice is looking to add an experienced Financial Planning Administrator to their successful support team. This role involves technical admin work and may also include exposure to trainee paraplanning work to support career development.
The role provides high-level support to experienced financial planners across the full advice spectrum, including investments and pensions. Key responsibilities include:
* Processing new & top-up business submissions to provider platforms, ensuring compliance requirements are met.
* Updating the back-office system with new business details and uploading relevant documents.
* Collaborating with provider platforms to set expectations for new funds.
* Processing switches, purchasing, and selling funds.
* Handling ad hoc income requests.
* Preparing annual client review reports.
* Supporting advisers in gathering information and documents for meetings.
* Participating in ad hoc projects.
The company offers a friendly and supportive environment that encourages personal and professional growth. You will receive excellent training, support for industry qualifications, and work within a chartered firm committed to high standards of client service and professionalism.
If you are an experienced Financial Planning Administrator interested in a new career opportunity, please apply for a confidential discussion.
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