IDEX Consulting Ltd in the United Kingdom is seeking a Senior Financial Planning Administrator to support Advisers, manage complex cases and mentor junior colleagues while upholding FCA standards and exceptional client service. You will prepare documentation, handle client records, and oversee anti-money laundering checks.
The role also involves contributing to ongoing servicing and efficiency improvements.
#J-18808-LjbffrSenior Financial Planning Specialist 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.
