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Wealth planning client administrator – hybrid role

Belfast
Idex Consulting
Planner
Posted: 20h ago
Offer description

IDEX Consulting is seeking an experienced Client Administrator to join their financial planning team in Belfast. The role involves providing full administrative support to Financial Planners and building strong client relationships to ensure excellent outcomes. The successful candidate will manage client records, prepare reports, and work collaboratively with operational teams. The position offers a competitive salary, private medical, pension, and life assurance, along with a hybrid working model after an initial onboarding period.


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