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Wealth Planning Administrator | HNW Clients
Remote / Online - Candidates ideally in
Harrogate, North Yorkshire, HG1, England, UK
Listed on 2026-07-20
Harrogate, North Yorkshire, HG1, England, UK
Listing for:
IDEX Consulting
Full Time, Remote/Work from Home
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
IDEX Consulting, based in Harrogate, is seeking an experienced Financial Planning Administrator. This role supports a successful Financial Adviser managing a substantial portfolio of high-net-worth clients, with responsibilities ranging from managing client inquiries to supporting complex financial planning cases.
The ideal candidate will possess strong organizational skills, have experience in wealth management, and be confident in client communication. The position offers a range of benefits including hybrid working, medical insurance, and professional development support.
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