IDEX Consulting Ltd
Exeter, UK
An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base. Key responsibilities will include: Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data...
