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• Newcastle upon Tyne
• £25000 - £27000 per annum + benefits package
• Posted 17 days ago

My client is currently looking for an IFA Administrator to join their team in the heart of Newcastle. The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is...

• Newcastle upon Tyne
• £35000 - £40000 per annum + Bonus
• Posted 17 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval d...

• Newcastle upon Tyne
• £26000 - £29000 per annum
• Posted 17 days ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties incl...

• Newcastle upon Tyne
• Negotiable + benefits package
• Posted 18 days ago

"There is often talk about client experience these days in the broking market, but in an industry that has become highly commoditised over the years, some Brokers are doing 'just enough' to stop their clients jumping ship. NOT YOU. You set the bar when it comes to your clients, you break through ...

• Newcastle upon Tyne
• £55000 - £60000 per annum
• Posted 2 months ago

This is a new and exceptional role with an established top tier Scottish firm which has enjoyed major success within the Private Client /disputes area. Our client is very flexible with occasional (once a month) attendance in their offices (Glasgow, Edinburgh or Aberdeen) therefore we are happy to...