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Ipswich Financial Services Role

1 month ago

Ipswich, Suffolk, United Kingdom IDEX Consulting Full time
Financial Services Role in Ipswich:

We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Administrator. As a key player in our Ipswich office, you will play a vital role in supporting our customers and helping them achieve their financial goals.

Your primary responsibilities will include handling customer inquiries, managing data, and providing administrative support to our financial planners. To succeed in this role, you will need excellent communication skills, attention to detail, and the ability to work well under pressure.

About the Job:
- Handle customer inquiries and resolve issues promptly
- Manage customer data and maintain accurate records
- Provide administrative support to financial planners

About Us:
IDEX Consulting is a leading provider of financial planning services in Ipswich. Our experienced team of professionals is dedicated to delivering exceptional results for our clients. We offer a competitive salary, comprehensive training, and opportunities for career advancement.

Salary: £28,000 - £32,000 per annum