Financial Services Coordinator

4 days ago


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

About the Role

IDEX Consulting Ltd is seeking a highly skilled Financial Services Administrator to join their team in Newcastle. This is an exciting opportunity for a motivated individual to work with a leading Financial Advisory business, providing administrative support to their team of Financial Advisors.

Key Responsibilities

  • Provide proactive administrative support to Financial Advisors, ensuring seamless client service delivery
  • Manage diaries and arrange client meetings, ensuring efficient use of time
  • Liaise with high-net-worth clients to deliver exceptional customer service
  • Prepare meeting packs and other materials for client meetings
  • Raise invoices and manage database entries

What We Offer

  • A hybrid working pattern, allowing for a balance of office and home working
  • Study support available for career development
  • Competitive holiday entitlement and benefits package

About the Business

IDEX Consulting Ltd is a leading Financial Advisory business, delivering exceptional client service and support. This is an excellent opportunity for a motivated individual to join a supportive and collaborative team, working towards a common goal of delivering outstanding client service.



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