Senior Sales Support

IDEX Consulting Ltd
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Financial Planning Administrator

Based: Birmingham

Up to £26,000

My client is a leading Wealth Planning firm for aFinancial Planning Administrator to support 2 Financial Planning Consultants in their day to day customer service and administration activities.

Key Areas of Responsibility include:

  • Processing new business and servicing existing business
  • Liaising with clients, Consultants, internal departments and providers
  • Creating electronic files for new clients on Advisor Office and updating existing client records
  • Producing valuations on both JHC Order Routing, Advisor Office and provider websites
  • Obtaining quotations/illustrations from providers
  • To scan daily post - Logging items received on the Cheque and Policy Document register
  • Preparation of handouts/reports for presentations and/or internal meetings
  • Assist with manning the phones and general administration duties


  • CII Financial Planning Administrators Certificates CF1, FA1 and FA2 desirable but not essential

Knowledge and Skills

  • Background of supporting Wealth Planners within an IFA practice
  • Background of using Advisor office or Intelliflo
  • Good communication skills - Written and oral
  • Good attention to detail
  • Well planned and organised


  • 7.5% non-contributory pension contribution increasing to 10% after 2 years
  • 25 days holiday plus Bank Holidays
  • 9 x Salary Death in Service
  • Income protection
  • Private medical Insurance

Please visit the IDEX Consulting Ltd website for further opportunities. 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.