Investment Management Administrator

IDEX Consulting; North East; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm based in Newcastle is looking for an Investment Management Administrator. In this role, you'll provide essential support to Investment Managers, handle daily administrative tasks related to client portfolios, and contribute to a positive, team-oriented environment.

Qualifications

• Recent experience in a wealth management or financial planning environment.
• Understanding of regulatory and compliance requirements.

Responsibilities

• Provide administrative support to Investment Managers.
• Monitor client portfolios and ensure compliance with company procedures.
• Collaborate within the wider team for support.

Skills

Attention to Detail

Client Management

Compliance Knowledge

Team Collaboration

Job description

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Investment Management Administrator, Newcastle upon Tyne

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Client:

IDEX Consulting

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

27aee3988cfc

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

An established wealth management firm with offices in Newcastle is seeking an Investment Management Administrator to join their busy office.

Role summary:

• Provide excellent administrative support to Investment Managers to help deliver good client outcomes.
• Work efficiently with the Investment Manager on daily administration tasks related to monitoring client portfolios, following company procedures and compliance frameworks.
• Collaborate with colleagues within the wider team to ensure full team support.

Due to the nature of the role, the successful candidate must have recent and relevant experience in a wealth management or financial planning environment, with an understanding of regulatory and compliance requirements.

The business offers a supportive, close-knit working environment and encourages positive team culture.