Client Administrator in Leeds

IDEX Consulting is working with a leading wealth management business that requires a Financial Planning Administrator to join their growing team.

Recently moved into brand new offices, just a short walk from the city centre train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.

Responsibilities

This role gives great exposure, working closely with two Financial Planners who have been with the business for a long time and are very well regarded across the company. Typical duties include:

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is required.
• Preparation of meeting packs and valuations.
• Maintain back office systems and client records in line with the company policies.

Qualifications

Due to the fast paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory business.

Opportunities

Longer term opportunities for study support and a pathway to progress are provided and fully supported by the leadership team.

Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.