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A national Wealth Management business with offices in the heart of Newcastle are looking to add further presence to the office with a Wealth Planning Administrator.This is an excellent opportunity for somebody with experience and an understanding of a Financial Planning environment, wanting further exposure and support through their career to develop further. Duties include:
- Support the Planner's work-flow by efficient co-ordination of central services such as paraplanning, valuations and business processing
- Prepare and submit CDD and new account paperwork for client on-boarding
- Arrange client meetings, valuations, meeting packs and manage the Wealth Planners' diaries
- Be a first contact point for clients to handle general queries and escalating complex queries to the Planner
- Prepare letters of authority for signing
The business values itself on being a welcoming, supportive and encouraging environment with long-established team members on hand to ensure you settle in quickly.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
