Social network you want to login/join with:
Financial Planning Administrator / Trainee Paraplanner, Brighton
Client: IDEX Consulting
Location: Brighton, United Kingdom
Job Category: Other
-
EU work permit required: Yes
Job Reference: 432f0995b61a
Job Views: 6
Posted: 02.06.2025
Expiry Date: 17.07.2025
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 to support career development.
The role provides high-level support to experienced financial planners across investments and pensions. Key responsibilities include:
* Processing new and 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.
* Working with provider platforms to manage 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. They provide excellent training, support for industry qualifications, and uphold high standards of client service and professionalism as a chartered firm.
If you are an experienced Financial Planning Administrator considering a new career opportunity, please apply for a confidential discussion.
#J-18808-Ljbffr