More jobs:
Client Services Admin – Financial Planning Support
Job in
Exeter, Devon, EX2, England, UK
Listed on 2026-07-15
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
IDEX Consulting is seeking an organised financial planning administrator in Exeter to support a Financial Planner in delivering high-level client service. You will handle incoming calls and emails, manage queries, and maintain annual review dates within the back-office system.
You will plan, book and prepare for annual reviews, assist with account access and updates, and provide regular progress updates to clients and Financial Planners.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×