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I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Borehamwood or Reading! Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving team.Responsibilities:
- Collaborate closely with Financial Advisors to provide proactive assistance
- Manage calendars and schedule client meetings
- Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
- Assemble meeting materials for Advisors before client meetings
- Raise invoices where required
- Database management
Perks:
- 30 days annual leave + bank holidays
- 10% bonus
- Flexible and hybrid working
- Private medical insurance
- Healthcare cash plan
- 5% employer pension contribution
- Study support to develop and progress
The business offers huge opportunities for progression, demonstrated by recent promotions with other financial planning administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work. The company offer hybrid / flexible working, including study support, should this be your ambition.If this financial planning admin role in Borehamwood or Reading paying up to £32,000 sounds like it could be for you, and you would like some more information please send your CV to
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
