Hybrid Financial Planning Administrator | £33k + Bonus

IDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.

Key duties include handling calls, managing client queries, scheduling annual reviews, preparing documentation, and maintaining accurate client data across systems to ensure timely delivery of service.

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