Wealth Planning Administrator - Hybrid Role with Growth Path

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.