Client Administrator

IDEX Consulting Ltd.; Leeds; On-site; GBP 23,000 - 31,000; Full time

Job summary

IDEX Consulting are recruiting a Financial Planning Administrator to join their growing Leeds team. You will work closely with two experienced Financial Planners to deliver client outcomes and maintain strong client relationships.

The role offers exposure to front and back office processes, with long-term study support and clear progression pathways provided by leadership. Office relocation to brand-new premises enhances collaboration and career development.

Qualifications

• Recent and relevant experience within a similar function in a financial advisory environment.
• Ability to build and maintain client relationships with professional standards.
• Experience with back-office processes and client record keeping.

Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Liaise with operational teams where support is required
• Preparation of meeting packs and valuations
• Maintain back-office systems and client records in line with the company policies

Skills

Client relationships

Meeting preparation

Record maintenance

Job description

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team.

Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.

This role gives great exposure, working closely with 2 Financial Planners who have been with the business for a long time and are very well regarded across the business. Typical duties include..

• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Liaise with operational teams where support is required
• Preparation of meeting packs and valuations
• Maintain back-office systems and client records in line with the company policies

Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a financial advisory business.

Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team.

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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.