Financial Planning Administrator

2 weeks ago


Lincoln, United Kingdom IDEX Consulting Ltd Full time

Financial Planning Administrator IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their established team in Lincoln. This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are very well regarded across the business. Responsibilities 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. Benefits Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team. #J-18808-Ljbffr



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