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Financial Advisor

Financial Planning Admin & Client Experience Specialist

Job in Wakefield, West Yorkshire, WF1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A long-standing advisory business in Wakefield is seeking a Financial Planning Administrator. The role involves being the first point of contact for clients and Financial Advisors, coordinating client review meetings, and ensuring full FCA compliance of client files. The successful candidate should have recent experience in a Financial Advisory environment and be familiar with CRM systems. This position is essential in supporting the Financial Advisors and ensuring smooth operational processes within the team.
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