Client Services Administrator

An established and highly regarded wealth management firm is looking to appoint a Financial Planning Administrator to join its growing support team. This is a fantastic opportunity for someone looking to build a long-term career within financial services and gain exposure across investments, pensions and wider financial planning administration within a supportive and professional environment. The successful candidate will support Advisers and Paraplanners with a broad range of administrative duties, including:Processing new businessPreparing client documentation and review packsLiaising with clients and providersManaging ongoing queries and transactionsMaintaining accurate records and documentationSupporting the wider team with day-to-day administrationThe role requires someone who is highly organised, detail-oriented and confident communicating with both clients and colleagues. Candidates should have strong administration skills, a professional approach and the ability to manage workloads effectively in a busy environment.Benefits Include:29 days holiday plus bank holidaysHybrid working with 2 office days per weekPension contributionAnnual training and development budgetIncome protection and death in service coverProfit share scheme after one year of employmentThis is an excellent opportunity to join a respected business that genuinely invests in its people and offers long-term progression within wealth management.Visit the IDEX Consulting Ltd website for further ..... full job details .....