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Financial Consultant

Client-Facing Financial Planning Administrator

Job in Wakefield, West Yorkshire, WF1, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading advisory firm in Wakefield is seeking a Financial Planning Administrator to support their Financial Advisers across the UK. The role involves being the first contact for clients, coordinating meetings, ensuring FCA compliance, and maintaining the CRM system. The ideal candidate should have recent experience in a Financial Advisory setting.

This role offers a dynamic environment within a company dedicated to diversity and inclusion.
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