Financial Services Administrator

IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with Financial Advisors to offer pro-active supportDiary management and arranging client meetingsLiaise with highly affluent and high net worth clients to ensure a smooth process and experiencePrepare meeting packs prior to client meetings on behalf of AdvisorsRaise invoices where requiredDatabase managementThe business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work.What's in it for you?A hybrid working pattern (3 days office/2 days home)Study support available, should this be your ambition28 days holiday + bank holidaysPrivate medical insurance and Healthcare cash planDue to the nature of the role, the successful candidate will ideally have recent and relevant experience within a Financial Advisory business and understand the end-to-end client service.