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Financial Services Coordinator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we're working with a leading financial advisory group that's experiencing significant growth across the UK. Due to an internal progression, they require a Client Services Administrator to join their team.The ideal candidate will work closely with Financial Advisors to provide proactive support, manage diaries, and arrange client meetings....
Financial Services Coordinator
2 months ago
**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.
