Financial Planning Administrator

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

Job summary

A leading advisory firm in Wakefield is seeking a Financial Planning Administrator to support their Financial Advisers across the UK. The role involves being the first contact for clients, coordinating meetings, ensuring FCA compliance, and maintaining the CRM system. The ideal candidate should have recent experience in a Financial Advisory setting. This role offers a dynamic environment within a company dedicated to diversity and inclusion.

Qualifications

• Recent and relevant experience within a Financial Advisory environment.

Responsibilities

• First point of contact for clients, Financial Advisers and product providers.
• Co-ordinate client review meetings and prepare meeting packs.
• Ensure client files are fully FCA compliant.
• Maintain the CRM system (Intelligent Office).
• Monitor and complete transactions accurately and in a timely manner.

Job description

Overview

A long-standing advisory business in Wakefield requires a Financial Planning Administrator to join their busy offices. With Financial Advisers based across the UK, the central support team in Wakefield works closely together, with Paraplanning, Administration and Compliance ensuring smooth processes for clients.

Responsibilities

• Being the first point of contact for clients, Financial Advisers and product providers.
• Co‑ordinate client review meetings including preparation of the client’s valuation and review meeting packs.
• Ensure that client files are fully FCA compliant.
• Maintain the CRM system (Intelligent Office).
• Ensure that any transactions are monitored and completed accurately and in a timely fashion in line with compliance guidelines and company procedures.

Qualifications

Ideally, the successful candidate will have recent and relevant experience within a Financial Advisory environment.

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.