Wealth Planning Administrator - Path
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
Location: Newcastle upon Tyne
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.
Consider building your career as a Wealth Planning Administrator
- Hybrid Role with Growth Path at IDEX Consulting.
This opportunity is for the Wealth Planning Administrator
- Hybrid Role with Growth Path role at IDEX Consulting.
We are seeking a motivated Wealth Planning Administrator
- Hybrid Role with Growth Path to join IDEX Consulting in Newcastle upon Tyne, England, United Kingdom.
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