Financial Planning Admin — Client Care & Back-Office

IDEX Consulting; Leeds; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support their Financial Planners. The role involves close collaboration with clients to ensure excellent service outcomes and the maintenance of client records. The company offers opportunities for professional growth and supports a diverse workplace culture. Candidates with recent experience in financial advisory services will find this role rewarding.

Qualifications

• Recent relevant experience in a Financial Advisory business.
• Ability to work closely with Financial Planners.
• Skill in maintaining client records and back-office systems.

Responsibilities

• Work closely with Financial Planners to achieve client goals.
• Build and maintain relationships with clients.
• Prepare meeting materials and maintain records.

Skills

Client relationship management

Client outcomes delivery

Back-office systems maintenance

Job description

A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support their Financial Planners. The role involves close collaboration with clients to ensure excellent service outcomes and the maintenance of client records. The company offers opportunities for professional growth and supports a diverse workplace culture. Candidates with recent experience in financial advisory services will find this role rewarding.