Client Administrator

IDEX Consulting; Newcastle upon Tyne; Hybrid; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Hybrid working (3 days in office)

Job summary

IDEX Consulting are working with a leading wealth management business to recruit a Financial Planning Administrator in Newcastle. The role sits in a fast-paced environment where you will work closely with seasoned Financial Planners and gain exposure across front and back office teams.

Key duties include delivering exceptional client outcomes, building client relationships, and preparing meeting packs and valuations while maintaining back-office records in line with company policies.

Qualifications

• Recent and relevant experience within a similar function, ideally within a Financial Advisory or Wealth Management.

Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is required.
• Preparation of meeting packs and valuations.
• Maintain back-office systems and client records in line with the company policies.

Job description

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team in Newcastle.

The business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.

This role gives great exposure, working closely with Financial Planners who have been with the business for a long time and are very well regarded across the business. Typical duties include..

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is required
• Preparation of meeting packs and valuations
• Maintain back-office systems and client records in line with the company policies.

Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory or Wealth Management business.

Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team.

Hybrid working (3 days office minimum)

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.