IDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.
Key duties include handling calls, managing client queries, scheduling annual reviews, preparing documentation, and maintaining accurate client data across systems to ensure timely delivery of service.
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Hybrid Financial Planning Administrator | £33k + Bonus in Exeter employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
