Financial Operations Administrator

5 months ago


Newcastle upon Tyne, United Kingdom True Potential LLP Full time

_**Who are we**:_

True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK's Financial Advisors.

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
- **The role**:_

You will support the day to day transactions of our fast-paced finance team. No two days are ever the same. You will need to be proactive, organised, and be able to prioritise and complete your tasks. This is a very analytical role where you will gather, analyse and interpret relevant financial data, and spot discrepancies or queries, where attention to detail is key.
- **About you**:_

Desired skills/qualities are below:

- Effective organisation & time management.
- Analytical approach.
- Innovative, forward-thinking, flexible, and open-minded, be able to think outside of the box.
- Good customer service delivery skills.
- **Duties/Responsibilities**:_
- Daily bank account download, payment, and reconciliation process (approx. 700 bank accounts).
- Update and manage financial spreadsheets and databases.
- Generate and process high value payment runs.
- Assisting advisers with their regulatory returns to the FCA.
- Dealing with colleagues and partners from around the business on a day-to-day basis.
- Fact finding and responding to payment queries.
- Providing support to the wider Finance Team.
- Daily SLA targets.
- **Benefits**:_
- Competitive monthly bonus
- Company/team events throughout the year
- Company pension contribution (increases with length of service)
- Free on-site parking
- 30 days annual leave, including Bank Holidays (increases with length of service)
- True Potential Rewards - Cashback on online purchases
- True Potential Academy - Allowing our employees to develop their career within the wealth management sector
- Refer a Friend Award

Pay: £26,250.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking
- Referral programme
- Transport links
- Work from home

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Financial Administration: 2 years (required)

Work Location: In person



  • 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...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Lookers Full time

    We are committed to creating a working environment that is inclusive, empowering our people to bring their whole self to work and reach their full potential. As an Administrative Assistant - Financial Operations, you will play a crucial role in supporting the Accounts and Admin team, ensuring accuracy and efficiency in financial operations.Your...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom GSL Education Full time

    Job Title: Financial AdministratorWe are seeking an experienced Financial Administrator to join our team in a busy secondary school located just outside of Newcastle city centre. The successful candidate will be responsible for managing the purchase ledger, processing and paying invoices, and providing excellent customer service.Key Responsibilities:Managing...


  • 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...


  • 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...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full time

    Company OverviewFletcher George Financial Recruitment is a respected and dynamic firm that provides expert financial recruitment services. We are committed to delivering exceptional results for our clients by understanding their unique needs and preferences.Salary: £45,000 - £50,000This is an exciting opportunity for an ambitious ACA or ACCA Qualified...


  • Newcastle upon Tyne, United Kingdom CV-Library Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...


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

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • 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,...


  • 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...


  • Newcastle upon Tyne, United Kingdom BMC Recruitment Group Full time

    Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients. Our client offers a great...


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

    Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...


  • 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...


  • Newcastle upon Tyne, United Kingdom CV-Library Full time

    Operations Administrator We have an exciting opportunity for an Operations Administrator to join an exciting charity whose mission is to see the lives of offenders and their communities visibly transformed by hope through support, empowerment, and opportunity. Position: Operations Administrator Location: Newcastle Hours: Full-time Contract: Permanent Salary:...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Forrest Recruitment Full time

    About the RoleFinancial AdministratorWe are seeking an experienced Financial Administrator to join our team at Forrest Recruitment. The successful candidate will be responsible for managing the middle ground between sales staff and our outsourced finance provider.Main Responsibilities:Providing financial support to sales staffManaging the finance provider...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Benefact Group plc Full time

    Benefact Group plc is a dynamic and innovative organisation, driven by its purpose to create an inclusive culture and build an environment where each and every one of us feels valued and respected.We are seeking a highly skilled Senior Financial Services Operations Manager to join our Newcastle office, playing a pivotal role in the management of our rapidly...


  • Newcastle, United Kingdom The Lyme Trust Charity Full time

    The Lyme Trust is seeking a proficient finance professional with proven experience in financial and budget management, and financial analysis as Finance Administrator. The Finance Administrator will be responsible for the running of the financial processes of The Lyme Trust, ensure the charity has effective financial systems in place, and to prepare and...


  • Newcastle upon Tyne, United Kingdom Ecclesiastical Insurance Group Full time

    Working 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...

  • Administrator

    5 months ago


    Newcastle upon Tyne, United Kingdom Meraki Full time

    Administrator (Operations) Permanant - Full-time Newcastle £25,000 FTE Meraki Talent is partnered with a leading wealth management firm to appoint an Administrator on a full-time basis for a period of 6 months, with a salary of £25,000 FTE. This opportunity is based in Newcastle. **The Company** Our client is well known for its personalised Wealth...

  • Financial Director

    4 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Forrest Recruitment Full time

    Job DescriptionFinancial Administrator, Newcastle under Lyme, Permanent, £26,000paOur prestigeous client, a global online retailer, is currently seeking a highly experienced and people-focused Financial Administrator to join their growing team.This role has been created due to internal changes, where the successful candidate will serve as a liaison between...