Current jobs related to Financial Planning Administrator - Newcastle upon Tyne - Meraki Talent Ltd

  • Financial Planning Coordinator

    4 weeks ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorJob Summary:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting our team of experienced Advisers and Paraplanners to provide a top-quality service to our...

  • Financial Planning Coordinator

    4 weeks ago

    Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Planning AdministratorJob Summary:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Capio Recruitment Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting our team of experienced Advisers and Paraplanners to provide a top-quality service to our...

  • Financial Planner

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise in financial planning.What We OfferComprehensive Training: Our programme includes fully...

  • Financial Planner

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise in financial planning.What We OfferComprehensive Training: Our programme includes fully...

  • Financial Administrator

    5 months ago

    Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Financial Planning Administrator

    5 months ago

    Newcastle upon Tyne, United Kingdom Tempest Jones Full time

    Financial Planning Administrator A fantastic opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice in Jesmond. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax,...

  • Financial Planning Administrator

    5 months ago

    Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount. The business is a...

  • Financial Planning Administrator

    4 days ago

    Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

    Role OverviewWe are delighted to be representing a highly successful national Financial Planning business with offices throughout the UK. Our client is seeking to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle.Main ResponsibilitiesProvide day-to-day support and servicing of private clients relating to...

  • Senior Financial Planning Administrator

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Job Role: Senior Financial Planning AdministratorWe are seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior Financial Planning Administrator, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive client...

  • Senior Financial Planning Administrator

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Role OverviewWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior IFA Client Administrator, you will provide administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely...

  • Senior Financial Planning Administrator

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Role OverviewWe are seeking a highly skilled and motivated individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior Financial Planning Administrator, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive and sleek client experience.Key...

  • Senior Financial Planning Administrator

    6 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Job Role: Senior Financial Planning AdministratorWe are seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne, where you will be responsible for providing full administrative support to Financial Planners. Your key responsibilities will include building relationships with clients, maintaining regular contact, and working...

  • Financial Planning Coordinator

    6 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time

    We are delighted to be representing a highly successful, well-known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount.The business is a modern, highly...

  • Senior Financial Planning Administrator

    7 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Job Role OverviewWe are seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne, where you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely with aligned...

  • Client Administrator

    5 months ago

    Newcastle upon Tyne, United Kingdom atomos Full time

    **Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

  • Financial Planning Assistant

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?As a Financial Planning Administrator, you will play a key role in helping clients achieve their financial goals. You will work closely with experienced...

  • Financial Planning Assistant

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?As a Financial Planning Administrator, you will play a key role in helping clients achieve their financial goals. You will work closely with experienced...

  • Financial Administrator

    5 months ago

    Newcastle upon Tyne, United Kingdom Proactive Personnel Full time

    Proactive Personnel have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and...

  • Financial Administrator

    5 months ago

    Newcastle-under-Lyme, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Financial Planning Assistant

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and a clear path for advancement? Look no further than Exchange Street Claims ltd.As a Financial Planning Administrator, you will be responsible for supporting the development of client relationships and contributing to the growth of...

Financial Planning Administrator

2 months ago

Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

Financial Planning Administrator

Competitive Salary

Permanent

Newcastle

Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role. As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.

Responsibilities:

  • Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
  • Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
  • Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
  • Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
  • Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
  • Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
  • Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.

Background:

  • Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
  • Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
  • Strong attention to detail and accuracy in data entry and documentation.
  • Proficient computer skills, including MS Office Suite and CRM software.
  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.

Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’