Current jobs related to Financial Services Administrator - Newcastle upon Tyne - Resource Solutions

  • 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 Administrator

    2 weeks ago

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

    We 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 Services Administrator

    3 weeks 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 Services Administrator

    3 weeks 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 Services Administrator

    2 months ago

    Newcastle upon Tyne, United Kingdom HAYS Full time

    Financial Services Administrator - Newcastle Your new company I am delighted to be supporting a Newcastle based organisation with the recruitment of a financial services administrator to join their busy team on a permanent basis. This organisation is looking for someone with previous experience in administration and within the financial services...

  • Financial Services Administrator

    3 weeks ago

    Newcastle upon Tyne, United Kingdom Recruit Wealth 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 Services Administrator

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Financial 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 proficient Administrator who possesses prior experience in a similar financial services support role. As a...

  • Administrator (Financial Services)

    4 months ago

    Newcastle upon Tyne, United Kingdom EGRecruiting Full time

    Must have competent administration skills - Financial Services experience would be highly desirable - Knowledge of IO (Intelligent Office) would be advantageous - Excellent communication skills - Strong literacy and numeracy skills - Computer literate with working knowledge of Microsoft Office - Ability to prioritise and work well under...

  • Financial Services Administrator

    2 months ago

    Newcastle upon Tyne, United Kingdom Idex Full time

    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...

  • Lead Financial Administrator

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom NHS Business Services Authority Full time

    Position Overview The Lead Financial Administrator position is crucial in facilitating the financial transactions we execute for various healthcare initiatives, including educational support services and professional development funds. As a member of the Accounts Payable division within the Corporate Finance department, the Lead Financial Administrator...

  • Financial Services Administrator

    2 weeks 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 Services Administrator

    1 month ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties include: Working closely with...

  • Financial Services Administrator

    3 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties include: Working closely with...

  • Financial Services Administrator

    4 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with...

  • Financial Services Administrator

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX CONSULTING LTD Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Do you have the right skills and experience for this role Read on to find out, and make your application.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an...

  • Financial Services Administrator

    1 month ago

    Newcastle Upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with...

  • Financial Services Administrator

    2 weeks ago

    Newcastle upon Tyne, United Kingdom IDEX CONSULTING LTD Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Do you have the right skills and experience for this role Read on to find out, and make your application.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an...

  • Financial Services Administrator

    1 month ago

    Newcastle Upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with...

  • Financial Services Administrator

    3 weeks ago

    Newcastle Upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties include: Working closely with...

  • Financial Services Administrator

    4 weeks ago

    Newcastle Upon Tyne, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with...

Financial Services Administrator

5 months ago

Newcastle upon Tyne, United Kingdom Resource Solutions Full time

**Do you have experience working within financial services and have a strong background in administration? If you are looking to take a step up in your career, and to work with the largest wealth management companies in the UK, then we want to hear from you**

We have an amazing opportunity for someone with extensive administration skills and a strong ethic of client service. We are looking for someone who has proven experience working within the financial services sector, is able to build strong relationships with internal and external stakeholders and is able to work under pressure and prioritse work.

**Business Overview**
Our client is a leading integrated wealth management and professional services group, who look after all clients combined wealth and tax needs, personal and business. They support over 172,000 clients across the UK managing a huge £52.7billion in assets.

**Duties and Responsibilities**
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
- Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- To encourage client, use of portal and other digital tools, provide guidance where required.
- To collaborate and share best practices with colleagues.

**Experience & Skills Required**
- Proven experience working in the financial services industry-ideally 2 to 5 years’ experience.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.

**Job Types**: Full-time, Permanent

**Salary**: £28,000.00 per year

**Benefits**:

- Work from home

Schedule:

- 8 hour shift
- Day shift
- Holidays
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

- Glasgow: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Newcastle upon Tyne, NE1 3BD