Financial Planning Admin | Growth & Study Support

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 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.