At a Glance
- Tasks: Support a Financial Planner by managing client inquiries and documentation with precision.
- Company: IDEX Consulting Ltd., a growing firm in Exeter with a focus on client service.
- Benefits: Permanent position with a clear growth path and professional environment.
- Other info: Opportunity for career advancement in a supportive and professional setting.
- Why this job: Join a dynamic team and enhance your skills in financial planning while making a difference.
- Qualifications: Experience in financial planning administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
IDEX Consulting Ltd. in Exeter is seeking an experienced Financial Planning Administrator to join a growing firm on a permanent basis.
The role supports a Financial Planner and focuses on delivering excellent client service, organisation, and accuracy.
You will manage incoming inquiries, schedule annual reviews, and handle new business documentation while maintaining robust client data.
A professional environment and clear growth path are offered.
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Client Services Specialist - Financial Planning in Exeter 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.
