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Hybrid Client Planning Administrator

Job in Royal Leamington Spa, Warwickshire, CV32, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-06-15
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
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 Royal Leamington Spa is seeking an experienced Administrator to support Financial Planners in delivering exceptional service. You will handle client administration, process new business applications, and maintain accurate client records.

The ideal candidate will have a background in financial planning or wealth management and excellent organizational and communication skills. Benefits include a competitive salary, hybrid working, and ongoing training.

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