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Client Services Specialist - Financial Planning

Job in Exeter, Devon, EX2, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-07-20
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 28000 - 34000 GBP Yearly GBP 28000.00 34000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd. in Exeter is seeking an experienced Financial Planning Administrator to join a growing firm on a permanent basis. The role supports a Financial Planner and focuses on delivering excellent client service, organisation, and accuracy.

You will manage incoming inquiries, schedule annual reviews, and handle new business documentation while maintaining robust client data. A professional environment and clear growth path are offered.

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