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Wealth Planning Administrator — Client Care & Meetings
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-25
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant -
Administrative/Clerical
Job Description & How to Apply Below
A leading wealth management company in Leeds is seeking a Financial Planning Administrator to join their team. The role involves delivering excellent client outcomes, building relationships, and preparing meeting materials. Ideal candidates will have relevant experience in a Financial Advisory setting and an eagerness for professional development. The company offers a supportive environment with opportunities for progression and study support.
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