Client Administrator, Financial Planning

ZipRecruiter; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management business seeks a Financial Planning Administrator to enhance their team in Leeds. The role promises exposure to financial planning and relationships, supporting growth through career progression and an inclusive culture. Candidates with relevant experience are encouraged to apply.

Benefits

Study support for career progression

Qualifications

• Recent experience within a similar role is essential.
• Ability to work in a fast-paced environment.
• Proficiency in maintaining client records and back-office systems.

Responsibilities

• Work closely with Financial Planners to deliver excellent client outcomes.
• Build relationships with clients while maintaining regular contact.
• Prepare meeting packs and valuations.

Skills

Client Relationship Management

Organizational Skills

Attention to Detail

Education

Experience in Financial Advisory

Job description

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 has recently moved into brand new offices just a short walk from the city center train station. The business offers an exciting environment with opportunities for progression across front and back office teams. This role provides great exposure, working closely with two experienced and well-regarded Financial Planners. 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

The role requires recent and relevant experience within a similar function, ideally within a Financial Advisory business, due to its fast-paced nature. Long-term opportunities for study support and career progression are provided and fully supported by the leadership team.

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 Equity and Mission

At IDEX, we strive for an inclusive-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving awareness and creating equitable pathways across our business.