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Senior Wealth Planning Administrator — Elevate Client
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-07-04
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
IDEX Consulting is looking for an experienced Senior Financial Planning Administrator in Birmingham to provide comprehensive support in financial planning. In this role, you will manage client relationships and coordinate various tasks to ensure exceptional client service.
The ideal candidate will have a solid background in wealth management, excellent organizational skills, and proficiency in tools like XPlan. Join a supportive team that values growth and offers competitive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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