Financial Services Coordinator

6 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time
Job Description

**Financial Services Administrator Role**

We are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require a Financial Services Administrator to join their team due to an internal progression of an existing team member.

Key Responsibilities:

  • Work closely with Financial Advisors to offer proactive 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

About the Business:

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 proactive 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

Requirements:

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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