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Financial Services Administrator
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Newcastle upon Tyne, United Kingdom Idex Full timeWe are working exclusively with a progressive firm of IFA's with a strong presence in the London and the South East of England who due to recent growth are now looking to recruit a Financial Services Administrator in their office in Newcastle. Your role is to sit within the Client Administration team and to focus on valuations and review meeting...
Financial Services Administrator
2 months ago
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.
