Client Admin

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This hybrid role can be based in either Bath or Cheltenham and offers the chance to be part of a supportive and expanding team.

• 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
• High attention to detail and accuracy
• The ability to work independently and use initiative
• A strong commitment to delivering exceptional client service

This is a fantastic opportunity to join a growing firm where you can develop your career within a supportive and professional environment.

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.