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Finance Client Services Admin — Onboard & Support Advisors
Job in
West Yorkshire, York, North Yorkshire, YO90, England, UK
Listed on 2026-06-09
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory business in West Yorkshire is seeking a Client Services Administrator to serve as the first point of contact for clients. This role involves preparing valuation reports and assisting Financial Advisors. The ideal candidate will have prior experience in a financial advisory environment and will thrive in a supportive atmosphere. This position offers benefits including free parking and study support for professional qualifications.
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