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Office Administrator/ Coordinator

Client-Focused Financial Planning Administrator

Job in Wakefield, West Yorkshire, WF1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-14
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A well-established financial planning firm is looking for a Financial Planning Administrator in Wakefield to support client service and efficient operations. This role involves preparing client packs, managing data accuracy, and assisting with research and reports. The ideal candidate will have experience in a similar administrative position and demonstrate strong organizational skills. This is an excellent opportunity to be part of a high-performing team offering exceptional service.
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