Financial Services Administrator in Newcastle upon Tyne

Location: Newcastle upon Tyne

Salary: Hidden

Recruiter: IDEX Consulting

Date Advertised: 2024-09-20

IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.


Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.


Duties include:


  • Working closely with Financial Advisors to offer pro-active support
  • Diary management and arranging client meetings
  • Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
  • Prepare meeting packs prior to client meetings on behalf of Advisors
  • Raise invoices where required
  • Database management

The business delivers an excellent pathway to progress, demonstrated by the vacancy itself.

You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work.


What's in it for you?


  • A hybrid working pattern (3 days office/2 days home)
  • Study support available, should this be your ambition
  • 28 days holiday + bank holidays
  • Private medical insurance and Healthcare cash plan

Due to the nature of the role, the successful candidate will ideally have recent and relevant experience within a Financial Advisory business and understand the end-to-end client service.



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