![Recruit Wealth Ltd](https://media.trabajo.org/img/noimg.jpg)
Financial Planning Administrator
3 months ago
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 ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
As a key member of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.
Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey, having recently secured Private Equity backing guaranteeing their successful future.
Main Duties
The role will see you working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners.
Client Administration Support and Servicing to include the following:
* Processing and chasing new business
* Illustrations and projections
* Valuations
* Assist with the daily telephone answering within the team
* Accurately update and maintain information on the back-office system
* Liaising with providers to obtain fund values/unit prices/transaction statements
* Preparation of enclosure documents for suitability reports
* Liaising with clients and providers
* Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
* To comply at all times with the Compliance and Training and Competence Procedures of the Company
* Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales
* Prioritise and action all activity entries allocated for clients taking into consideration all the work being undertaken for the clients allocated
* Preparation for client meetings within agreed timescales following the Company’s
* Procedures to include all meeting pack documentation
Knowledge and Experience:
* Highly knowledgeable in all aspects of financial services administration
* A strong level of technical and industry knowledge with a wide range of financial products and services
* Confident using Microsoft Office products and the ability to learn new systems and processes.
* Strong time management and prioritisation skills
* Good written and verbal communication skills.
* Ability to work under pressure with excellent attention to detail
Personal Skills:
* Ability to build and develop effective working relationships
* Accessible, approachable and have a positive attitude
* Effectively work within a team
* The flexibility for and commitment to continual service development and improvement
Benefits of joining the business:
Death in Service
Private Medical Insurance
Group Income Protection
Employee Assistance Programme
Medicash
Private pension
Discretionary 10% annual bonus
Flex/Hybrid working
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now
Home/office hybrid working is fully supported during the working week.
Staff retention is second to none with our client, we have represented them for years with excellent success.
The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response
-
Financial Administrator
3 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
3 months ago
Newcastle upon Tyne, United Kingdom Tempest Jones Full timeFinancial 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
1 month ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial Planning AdministratorCompetitive SalaryPermanentNewcastle 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...
-
Financial Planning Administrator
2 weeks ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial 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...
-
Financial Planning Administrator
2 weeks ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial Planning AdministratorCompetitive SalaryPermanentNewcastle 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...
-
Financial Planning Administrator
1 month ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial Planning AdministratorCompetitive SalaryPermanentNewcastle 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...
-
Financial Planning Administrator
2 weeks ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial Planning AdministratorCompetitive SalaryPermanentNewcastle 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...
-
Financial Planning Administrator
6 days ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial 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...
-
Financial Planning Administrator
6 days ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial 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...
-
Financial Planning Administrator
3 months ago
Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeRecruit 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
3 months ago
Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeRecruit 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 Administrator
14 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full timeWe are proud to be a leading financial services firm, renowned for our client-centric approach and commitment to excellence.The qualities we look for in individuals who wish to join our team include a passion for delivering exceptional results, a focus on continuous learning and development, and a strong desire to make a meaningful contribution to our...
-
Financial Planning Administrator
1 month ago
Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom Meraki Talent Ltd Full timeFinancial Planning AdministratorCompetitive SalaryPermanentNewcastle 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...
-
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial 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...
-
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial 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...
-
Senior Mortgage Advisor
1 month ago
Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, AXE Capital FS Ltd are currently seeking Self-Employed Experienced Mortgage & Protection Adviser / Sales Manager to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with...
-
Financial Planning Assistant
15 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial Services AdministratorCompany: Premier Jobs UK LimitedLocation: NewcastleJob Type: Full-timeSalary: £26,000 - £32,000 per annumJob Description:Job Summary:We are seeking an experienced Financial Services Administrator to join our team in Newcastle. As a Financial Services Administrator, you will provide administrative...
-
Client Administrator
3 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 Support Officer
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeFinancial Planning AdministratorCompetitive SalaryPermanent PositionLocation: Newcastle Meraki Talent Ltd is collaborating with a reputable financial planning and wealth management organization based in Newcastle. They are in search of a dedicated and skilled Administrator who possesses prior experience in a financial services administrative capacity. In...
-
Financial Administrator
3 months ago
Newcastle upon Tyne, United Kingdom Proactive Personnel Full timeProactive 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...