Financial Planning Admin & Client Support Specialist

IDEX Consulting in Wendover, Buckinghamshire, is seeking an experienced Financial Planning Administrator to support a team of financial planners across investments and pensions. This role involves back office processing, platform submissions, uploading documents, and assisting with client reviews.

You will work on switches, fund purchases, income requests and ad hoc projects, with full training and a clear path to industry qualifications within a reputable, chartered firm.