Client Administrator

Confidential; North East; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

IDEX Consulting are working with a leading wealth management business to recruit a Financial Planning Administrator in Newcastle. The role supports Financial Planners to deliver strong client outcomes and involves building client relationships, liaising with operations, and preparing meeting packs and valuations.

Applicants should have recent experience in a Financial Advisory or Wealth Management environment and will work in a hybrid model with three days in the office.

Qualifications

• Recent and relevant experience in a Financial Advisory or Wealth Management environment.
• Experience supporting Financial Planners and back-office operations.
• Strong administrative and data accuracy skills.

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.

Skills

Client liaison

Relationship building

Administrative support

Financial services

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.

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)

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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.