Hybrid Financial Planning Administrator
IDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.
Key duties include handling calls, managing client queries, scheduling annual reviews, preparing documentation, and maintaining accurate client data across systems to ensure timely delivery of service.
This role, Hybrid Financial Planning Administrator | £33k + Bonus at IDEX Consulting Ltd, could be your next opportunity.
The advertised compensation is 30.000 - 36.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Financial Planning Administrator | £33k + Bonus role in the description above.
We appreciate your interest in this position.
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