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.
#J-18808-LjbffrFinancial Planning Administrator β 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.