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Client:
IDEX Consulting
Location:
Leeds, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
33c9656b96ed
Job Views:
4
Posted:
25.08.2025
Expiry Date:
09.10.2025
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Job Description:
IDEX Consulting is working with a leading wealth management business that requires a Financial Planning Administrator to join their growing team.
The company recently moved into brand new offices just a short walk from the city center train station. It is an exciting place to work, with many staff demonstrating genuine progression across front and back office teams.
This role offers great exposure, working closely with two experienced Financial Planners who are highly regarded. Typical duties include:
* Working closely with Financial Planners to deliver excellent client outcomes
* Building relationships with clients and maintaining regular contact
* Liaising with operational teams for support
* Preparing meeting packs and valuations
* Maintaining back-office systems and client records in line with company policies
Due to the fast-paced nature of the role, the successful candidate should have recent and relevant experience in a similar function, preferably within a Financial Advisory business.
Longer-term opportunities for study support and career progression are available and fully supported by the leadership team.
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