Team Assistant, Investment Management

Overview

A leading Wealth Management business are seeking a Team Administrator to join their Newcastle-based offices and work closely with the Investment Management division.

This role will be part of a small and collaborative office, whilst being part of a larger, acquisitive wealth management firm who have demonstrated strong growth across the UK in recent years.

• Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings
• Account opening and closing
• Transfer of stock into accounts and payments
• Updating Avaloq with static data
• Support Investment Managers with preparation and administration for client pitches and meetings

Due to the fast-paced nature of the role, the ideal candidate will have experience within either a Financial Planning/Advisory or Investment Management environment, working closely with Advisors and being a point of contact for clients.

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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.