Financial Planning Administrator

An established and highly regarded financial planning firm based near York is looking to appoint an experienced Office Administrator to support its growing team.

This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a professional, client-focused environment. You'll play a key role in ensuring the smooth day-to-day running of the business while supporting advisers, paraplanners, and clients.

What You'll Be Doing

• Managing general office administration, including telephone calls, emails, and post


• Processing client applications and submitting new business accurately and efficiently


• Placing investment trades and fund switches as instructed


• Liaising with providers and clients to obtain and update information


• Maintaining internal systems, records, and client data


• Coordinating annual client reviews and appointments


• Preparing documentation and reports for client meetings


• Providing administrative support to advisers and paraplanners


• Helping to deliver an outstanding client experience

What We're Looking For

• Previous administration experience within financial services is essential


• Strong organisational skills and excellent attention to detail


• A proactive approach and willingness to learn


• Excellent written and verbal communication skills


• Ability to manage multiple priorities effectively


• Proficiency in Microsoft Office, including Word, Excel, and Outlook


• A professional, friendly, and team-oriented attitude

What's on Offer

• 26 days annual leave plus bank holidays


• Additional annual leave for long service


• Christmas office closure


• Private medical insurance


• Ongoing training and development opportunities


• Support and sponsorship for professional qualifications


• Modern office environment


• Friendly, supportive team culture where your contribution is genuinely valued

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.

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