Job description
Overview
We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships.
As part of a small and collaborative team, you'll play a key role in ensuring that both advisers and clients are supported to the highest standards across the full financial advice process.
Key Responsibilities
- Provide administrative support across the full client life-cycle, including on-boarding, annual reviews, and new business processing
- Maintain accurate and compliant client records using internal CRM and financial planning systems
- Liaise with clients, providers, and internal teams to support timely delivery of documentation and information
- Prepare and process applications for pensions, investments, protection, and other financial planning products
- Assist with producing client reports and supporting documentation for adviser meetings
- Ensure that all actions taken are logged, followed up, and completed to meet internal service levels and regulatory standards
- Respond to ad hoc client and adviser queries with professionalism and attention to detail
- Maintain an up-to-date understanding of compliance and regulatory requirements, supporting best practice across the team
About You
- Proven experience in a financial planning, wealth management, or professional services environment
- Confident handling client data and documentation with a high degree of accuracy
- Strong communication and interpersonal skills, with a professional and courteous manner
- Able to manage multiple tasks and prioritise workload effectively
- Comfortable working independently as well as part of a close-knit team
- Familiarity with platforms such as Intelligent Office or similar back-office systems is advantageous
- A commitment to continuous learning and development
What's on Offer
- A supportive and collaborative team culture
- Flexible hybrid working arrangements
- Career progression opportunities within a growing organisation
- Full training and professional development support
- A competitive benefits package including private medical insurance, income protection, and death-in-service cover
If you are looking to join a values-led business where your contribution makes a real difference to clients and the wider team, we'd love to hear from you.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
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.
