IDEX Consulting Ltd is seeking a Senior Financial Planning Administrator to support experienced advisers working with high-net-worth individuals, families and business owners. You will join a collaborative team that values expertise, professional development and exceptional client service.
You will handle end-to-end administration, onboarding, AML/CDD, client meetings, and liaise with providers. The role offers mentoring, process improvements and strong progression within a national wealth
#J-18808-LjbffrSenior Wealth Planning Specialist in Birmingham employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
