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.
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Wealth Planning Admin — Hybrid, Growth Path in North East employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
