Financial Planning Administrator

IDEX Consulting; England; Remote; GBP 25,000 - 35,000; Full time

Job summary

Join a leading wealth management firm as a Client Service Associate in a fully remote role. You will support financial advisers and clients by preparing reports and managing reviews in a dynamic and growing team. Ideal for detail-oriented professionals eager for growth and development.

Benefits

100% remote work

Opportunities for growth and development

Supportive team environment

Qualifications

• Experience in financial services, ideally in client support or administration.
• High attention to detail and excellent organisational skills.
• Confidence using digital systems.

Responsibilities

• Supporting advisers with client review packs, reports, and documentation.
• Managing the annual review process lifecycle.
• Providing outstanding service to stakeholders.

Skills

Attention to detail

Organisational skills

Communication

Relationship-building

Self-motivation

Tools

Microsoft Office

Job description

Are you an organised, detail-oriented professional with experience in financial services? This is a fantastic opportunity to join a growing and forward-thinking wealth management firm that's redefining client service - and you can do it all from the comfort of your home.

The Opportunity

We're seeking a Client Service Associate to join a high-performing team, providing exceptional day-to-day support to financial advisers and clients. You'll play a key role in preparing client reports, managing annual review processes, and ensuring operational excellence - all in a fully remote working environment.

What Makes This Role Stand Out?

• 100% remote - work from anywhere in the UK
• Join a rapidly growing and innovative financial services firm
• A supportive, collaborative team environment
• Opportunities for growth and continuous development

What You'll Be Doing

• Supporting advisers with client review packs, reports, and relevant documentation
• Managing the full lifecycle of the annual review process
• Liaising with advisers to clarify incomplete or missing information
• Providing outstanding service to internal and external stakeholders

What You'll Bring

• Experience in financial services, ideally in client support or administration
• High attention to detail and excellent organisational skills
• Strong communication and relationship-building abilities
• Confidence using Microsoft Office and working with digital systems
• Self-motivation and the ability to work independently in a remote setting

What's on Offer

• Competitive salary depending on experience
• Permanent contract with excellent remote support
• Access to modern systems and technology to support flexible working
• Be part of a mission-driven team transforming client service in financial advice

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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.