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Financial Planning Client Services Administrator

Job in Exeter, Devon, EX2, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-05-28
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
IDEX Consulting in Exeter is offering an exciting opportunity for an experienced Financial Planning Administrator. This permanent role involves managing client queries, preparing documentation, and supporting Financial Planners. The ideal candidate will have strong communication skills and experience in financial planning administration. Join a growing firm that values diversity and strives for an inclusive work culture, fostering exceptional client service and professional development.
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