IDEX Consulting Ltd
Royal Leamington Spa, UK
A fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients. This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment. The Role You will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately. Key responsibilities include: Processing new business applications across pensions, investments and protection Managing Letters of Authority and obtaining policy information from providers Liaising with providers, clients and third parties to progress cases Maintaining accurate client records and updating internal systems Preparing and issuing client documentation Providing updates on pipeline business to advisers Supporting advisers ahead...
