Financial Planning Administrator – Growth, Training & Impact

Financial Planning Administrator – Growth, Training & Impact

Full-Time No working from home possible
IDEX Consulting Ltd

IDEX Consulting Ltd. is seeking an experienced Financial Planning Administrator to join its support team in Wendover, Buckinghamshire.

You will provide high-level administrative support to financial planners across the full advice range, including investments and pensions. Key duties include processing submissions, updating back-office systems, coordinating with provider platforms, and preparing client materials for reviews.

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Financial Planning Administrator – Growth, Training & Impact 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.

IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team