Client Administrator, Financial Planning

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

Job summary

A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support two Financial Planners. The role involves managing client relationships, preparing meeting materials, and maintaining back-office systems. Candidates should have relevant experience in a Financial Advisory setting. This position offers long-term growth opportunities and is based in brand new offices close to the city center.

Benefits

Study support for professional development

Pathway for career progression

Diversity and inclusion initiatives

Qualifications

• Recent and relevant experience in a Financial Advisory business is essential.
• Ability to manage client relationships and maintain communication.

Responsibilities

• Work closely with Financial Planners to ensure excellent client outcomes.
• Build and maintain relationships with clients.
• Liaise with operational teams for support.
• Prepare meeting packs and valuations.
• Maintain back-office systems and client records.

Skills

Client relationship management

Back-office operations

Financial advisory experience

Job description

Overview

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. The role offers exposure, working closely with two Financial Planners who have been with the business for a long time and are highly regarded. The team has recently moved into brand new offices a short walk from the city centre train station.

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

Qualifications

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.

Opportunities

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

Diversity, Equity and Inclusion

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.