Wealth Planning Administrator - Hybrid Role with Growth Path

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 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.