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IDEX Consulting LLP (1)



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£10,000 - £20,000 (1)




Financial Services Administrator - Warwickshire
We are partnered with an outstanding firm of financial planners in Warwickshire who have organically grown their business to become one of the market leaders. An opportunity has become available to join the firm and support the business in an administration function in a team of 6. The key parts to the role are as follows: ? Manage the administration workflow. ? Develop, consistently implement and review processes. ? Receive and implement requests from Advisers. ? Register and utilise appropriate extranets/websites and other forms of e-business. ? Maintain up to date client files and data. ? Obtain illustrations, valuations and other information, etc. ? Process and track applications. ? Diary management ? for client reviews and planner meetings. ? Prepare annual review listings by month. ? Prepare and issue annual review data (fact find, etc) to clients. ? Commission monitoring and invoice preparation. ? Liaise with clients and providers. ? Operate within the compliance and corporate standards of the business. ? Undertake appropriate professional development and training. ? Report on key measures on a regular basis. The successful candidate will have exposure to a financial planning environment and be able to liaise with HNW clients. In return you will receive a competitive basic salary along with the opportunity to further develop your career with support on financial planning qualifications. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Thu, 16 Oct 2014 15:10:57 GMT