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Financial Planning Admin — Client Care & Back-Office

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-06
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Leeds is seeking a Financial Planning Administrator to support their Financial Planners. The role involves close collaboration with clients to ensure excellent service outcomes and the maintenance of client records. The company offers opportunities for professional growth and supports a diverse workplace culture. Candidates with recent experience in financial advisory services will find this role rewarding.
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