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IDEX Consulting Ltd Logo IDEX Consulting Ltd · -

Junior Administrator

United Kingdom, Nottingham 26000.00 - 28000.00 GBP / Year · Job Posted July 03, 2026
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Job Description

Our client is a well-established and highly regarded independent financial planning firm that prides itself on delivering exceptional client service. Due to continued growth, they are looking to appoint a Financial Planning Administrator to join their experienced support team.\n\nThis is an excellent opportunity for someone with experience with no financial services administration to pursue a career within the industry.\n\nThe Role\n\nAs a Financial Planning Administrator, you'll play a key role in supporting Financial Advisers throughout the advice process, ensuring clients receive a first-class service from initial enquiry through to ongoing reviews.

Job Responsibility

  • Supporting Financial Advisers with the preparation of client meetings and documentation
  • Requesting information, valuations and quotations from product providers
  • Preparing authority letters and client documentation
  • Processing new business applications and monitoring cases through to completion
  • Maintaining accurate client records and updating internal systems
  • Uploading and managing client documentation in line with company procedures
  • Carrying out anti-money laundering and other compliance checks
  • Liaising with clients, providers and colleagues to progress cases efficiently
  • Assisting with ongoing client servicing and annual review processes
  • Responding to emails, telephone calls and correspondence within agreed service standards
  • Ensuring all work is completed in line with FCA regulations and company compliance requirements

Requirements

  • Strong organisational skills with excellent attention to detail
  • Excellent communication and relationship-building skills
  • Comfortable managing multiple priorities in a busy environment
  • Good knowledge of financial planning products and processes
  • Proficient using Microsoft Office and back-office systems
  • A proactive, team-focused approach with a commitment to delivering Outstanding client service

What we offer

  • Competitive salary
  • Supportive team environment
  • Ongoing training and development
  • Long-term career progression within a growing financial planning business
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