Business Administrator for Financial Services

1 month ago


Manchester, United Kingdom IDEX Consulting Full time
Job Description

We are seeking an experienced Business Administrator to join our team in Manchester city centre. The successful candidate will provide client support, liaise with planners, and maintain accurate client records.

Key Responsibilities:
  • Provide first-line contact for clients when Advisors are unavailable
  • Liaise with Financial Planners and Paraplanners as required
  • Maintain accurate client records on platforms and ensure timely documentation
  • Promote excellent client service and build/maintain relationships
Requirements:
  • Positive culture attitude at all times
  • Attention to detail and organisational skills
  • General IT skills and ability to understand platform enhancements
  • Excellent communication and relationship-building skills
Estimated Salary: £30,000 - £40,000 per annum

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