Client Administrator

Financial Planning Administrator - Bath or Exeter | Hybrid - £33,000 +bonus An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm. 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 across internal systems
• Preparing and processing new business documentation and application packs
• Managing new business through to completion, ensuring accuracy and timeliness
• Creating and maintaining client platform records
• Handling technical queries, including AML checks, referrals, and beneficial ownership queries The ideal candidate will have:
• Previous experience in a Financial Planning Administration role
• Strong communication and interpersonal skills
• Excellent organisation, diary management, and planning abilities
• High attention to detail and accuracy
• The ability to work independently and use initiative
• A professional and confident telephone manner
• A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment. If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -please reach out in confidence to Samantha.durbridge@idexconsulting.com Financial Planning Administrator - Bath or Exeter | Hybrid - £33,000 +bonus