An established wealth management firm with offices in Newcastle are seeking an Investment Management Administrator to join their busy office.

Role summary:

• Provide excellent administrative support to Investment Managers to help to deliver good client outcomes.
• Work efficiently and effectively with the Investment Manager with daily administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models and within the compliance framework.
• Working closely with the colleagues within the wider team to ensure the team are fully supported.

Due to the nature and requirement within the role, the successful candidate will require recent and relevant experience within a wealth management or financial planning environment, with an understanding of regulatory and compliance requirements.

The business offers a close-knit working environment and encourages support at all levels to create a positive culture.

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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.