The Financial Advisory arm of a regional Accountancy business is looking for a Financial Services Administrator to join their busy team.

Based in Jesmond, the business is looking for somebody with experience within a Financial Advisory business to hit the ground running and quickly adapt to existing processes, whilst encouraging autonomy and having a voice to suggest improvements where you feel necessary.

Attention to detail is key, as the business offers a high quality service to its clients, many of whom are long-serving to the business.

You will work closely with 3 Financial Advisors along with a small Paraplanning team and additional Administrators.

If you have ambitions to progress your career, the business will assist you to complete your level 4 diploma qualification.



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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.