Average Planning Administrator salary in the UK

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. 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.

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. 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.

An opportunity has become available for a Financial Planning Administrator in Stamford to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient mannerManage all customer queries efficiently with only those requiring advice being passed to the Financial PlannerRecord annual review dates on the back office system and monitor regularlyPlan, book and prepare for all annual review meetings ensuring none are missedWork with the Financial Planner to ensure that all customers are receiving the service they are paying for and expectHelp clients to register for, navigate and update their accountKeep the Financial Planner and client regularly updated on the progress of outstanding cases and dealing with any technical queriesCollate and pre-populate new business/servicing forms and application packsProcess all new business ensuring all transactions are tracked through to accurate and timely completionCreate and update client platform account records The ideal candidate will: Previous experience of working within a similar roleStrong interpersonal, communication and customer service skillsExcellent diary management, planning and organisational skillsExcellent accuracy and attention to detailProven ability to work on own initiativeExcellent telephone mannerProven high level of customer service This is an excellent opportunity for a Financial Planning Administration role in Stamford to join a growing financial planning firm. 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.