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Senior Financial Services Administrator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Ecclesiastical Insurance Group. As a Senior Financial Services Administrator, you will be responsible for managing a team of financial services administrators, dealing with new business administration, and fostering good relations with clients.Key...
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Senior Financial Services Administrator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a Senior Financial Services Administrator to join our team at Ecclesiastical Insurance Group. As a key member of our financial services team, you will be responsible for managing a team of financial service administrators, dealing with new business administration, and fostering good relations with clients.Key...
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Financial Services Administrator
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Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeWorking hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Financial Services Administrator to join our Newcastle...
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Senior Financial Services Administrator
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a Senior Financial Services Administrator to join our team at Ecclesiastical Insurance Group. As a Senior Financial Services Administrator, you will be responsible for managing a team of Financial Service Administrators and dealing with new business administration in line with procedures and time scales.Key ResponsibilitiesManage...
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Senior Financial Services Administrator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a Senior Financial Services Administrator to join our team at Ecclesiastical Insurance Group. As a key member of our financial services team, you will be responsible for managing a team of five Financial Service Administrators and dealing with new business administration in line with procedures and time scales.You will be...
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Senior Financial Services Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Newcastle. As a key member of our financial services team, you will be responsible for managing a team of five Financial Service Administrators and ensuring the smooth operation of our financial services operations.The successful candidate will have...
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Senior Financial Services Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Newcastle. As a key member of our financial services team, you will be responsible for managing a team of five Financial Service Administrators and ensuring the smooth operation of our financial services operations.The successful candidate will have...
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Senior Financial Services Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Newcastle. As a key member of our financial services team, you will be responsible for managing a team of five Financial Service Administrators and ensuring the smooth operation of our financial services operations.The successful candidate will have...
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Senior Financial Services Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Newcastle. As a key member of our financial services team, you will be responsible for managing a team of five Financial Service Administrators and ensuring the smooth operation of our financial services operations.The successful candidate will have...
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Senior Financial Services Administrator
1 week ago
Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeWorking hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Senior Financial Services Administrator to join our Newcastle...
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Senior Financial Services Administrator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Benefact Group plc Full timeAbout the RoleWe are seeking a Senior Financial Services Administrator to join our Newcastle office, as part of the rapidly expanding and innovative Benefact Group.This is a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.Key ResponsibilitiesManaging a team of five Financial Service...
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Financial Services Client Administrator
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Newcastle upon Tyne, United Kingdom Finlink Ltd Full timeAn exciting opportunity to join an established and respected Independent financial advisers based in Newcastle as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...
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Financial Services Administrator
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Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeWorking hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Financial Services Administrator to join our Newcastle...
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Financial Services Administrator
3 weeks ago
Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full timeWorking hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Financial Services Administrator to join our Newcastle...
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Financial Administrator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom The Recruitment Group Full timeFinance Administrator OpportunityWe are seeking a highly numerate and detail-oriented Finance Administrator to join our client's team on a 6-month contract. As a Finance Administrator, you will be responsible for processing high-volume transactions, providing excellent customer service, and ensuring accurate reconciliations.Key Responsibilities:Process and...
Financial Services Administrator
2 months ago
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 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 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:
- Centrally assist Advisers in preparing for progress meetings which review client portfolios, including the preparation of client reports and provider forms, existing policy and fund information.
- Address all system-generated tasks on the same day
- Manage/take ownership of the annual review process from allocation to issuance of the meeting pack
- Prepare review documentation and/or annual suitability reports
- Liaise with advisers where information is incomplete or unclear.
- Perform other duties as assigned.
- 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
- 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
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Programme
- Medicash
- Private pension
- Discretionary 10% annual bonus
- Support for industry qualifications
- Flex/Hybrid working
