Wealth Planning Administrator - Hybrid Role with Growth Path

Wealth Planning Administrator - Hybrid Role with Growth Path

Full-Time On-site
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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.

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Wealth Planning Administrator - Hybrid Role with Growth Path employer: Idex Consulting

Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.

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Contact Details:

Idex Consulting Recruitment Team