IDEX Consulting Ltd. is assisting a Sheffield-based financial planning business to recruit a Financial Planning Administrator. You will support Financial Advisers and clients, handling admin tasks and client service across the planning journey.
The role involves diary management, meeting pack preparation, processing applications and paperwork, and liaising with product providers. Hybrid work follows a six-month probation, with office and home days.
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Client-Focused Financial Planning Administrator (Hybrid) in Sheffield 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.
