Full job descriptionA fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients.
This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment.
The Role
You will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately.
Key responsibilities include:
*Processing new business applications across pensions, investments and protection
*Managing Letters of Authority and obtaining policy information from providers
*Liaising with providers, clients and third parties to progress cases
*Maintaining accurate client records and updating internal systems
*Preparing and issuing client documentation
*Providing updates on pipeline business to advisers
*Supporting advisers ahead of client meetings
*Handling client and provider enquiries by phone and email
*Ensuring all work is completed in line with compliance requirements
*Supporting process improvements and operational efficiencies
What We’re Looking For
*Experience within a financial planning, wealth management or IFA environment
*Previous administration experience
*Strong organisational skills and attention to detail
*Excellent communication skills
*Ability to manage multiple priorities effectively
*Proficient in Microsoft Office and back-office systems
Benefits
*Competitive salary
*Annual bonus
*Private medical insurance
*Death in service cover
*Pension scheme
*Income protection
*Hybrid working
*25 days annual leave plus bank holidays
*Ongoing training and development


This is an excellent opportunity to join a growing financial planning business in Leamington Spa. To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or
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.