Financial Services Coordinator
4 days ago
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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