Financial Planning Admin - Client Care & Back-Office

  • Idex Consulting
  • Leeds, Yorkshire
  • Dec 08, 2025
Full time Administration

Job Description

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.