Client Services Administrator

An established and highly regarded wealth management firm is looking to appoint a Financial Planning Administrator to join its growing support team.
This is a fantastic opportunity for someone looking to build a long-term career within financial services and gain exposure across investments, pensions and wider financial planning administration within a supportive and professional environment.
The successful candidate will support Advisers and Paraplanners with a broad range of administrative duties, including:

• Processing new business
• Preparing client documentation and review packs
• Liaising with clients and providers
• Managing ongoing queries and transactions
• Maintaining accurate records and documentation
• Supporting the wider team with day-to-day administration

The role requires someone who is highly organised, detail-oriented and confident communicating with both clients and colleagues. Candidates should have strong administration skills, a professional approach and the ability to manage workloads effectively in a busy environment.

Benefits Include:

• 29 days holiday plus bank holidays
• Hybrid working with 2 office days per week
• Pension contribution
• Annual training and development budget
• Income protection and death in service cover
• Profit share scheme after one year of employment

This is an excellent opportunity to join a respected business that genuinely invests in its people and offers long-term progression within wealth management.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.