Client Administrator

3 days ago


Newcastle upon Tyne, United Kingdom Recruit UK Full time

**Job Title**: Client Administrator

**Industry**: Financial Planning

**Location**: Newcastle-Upon-Tyne

**Salary**: £31,000

**Job reference**: 7272

**Job Description: Client Administrator**

Recruit UK are working on an excellent opportunity for a Client Administrator in Newcastle-Upon-Tyne to join a leading Financial Advice company. They are the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management, they rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income.

You will provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

**Benefits for the Client Administrator**:

- Competitive salary - Up to £31,000
- Discretionary bonuses
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working office / home model
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

**Skills and experience required**:

- Experience working in the financial services administration.

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

**Salary**: £26,000.00-£31,000.00 per year

**Benefits**:

- Company events
- Company pension
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: Hybrid remote in Newcastle upon Tyne

Reference ID: 7272

Flextime



  • Newcastle Upon Tyne, United Kingdom Recruit UK Full time

    Are you seeking an opportunity to gain industry leading experience within Wealth Management? Fancy working for a company who values and rewards you for success? **The company**: A FTSE250 UK Asset Management firm is seeking a Client Administrator to join their friendly Financial Advice team. This company approaches their work in an honest, forward-thinking...


  • Newcastle Upon Tyne, United Kingdom Recruit UK Full time

    Are you an experienced administrator looking to support one of the UK’s leading companies? Are you client-focused, motivated, and driven to provide a high-quality service? If so, RecruitUK is working with a thriving Financial Planning practice in Newcastle that is seeking a Client Administrator. You will work supporting the Client Relationship Team,...


  • Newcastle upon Tyne, United Kingdom Idex Full time

    Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. **Responsibilities**: - Coordinate with Independent Financial Advisors to ensure smooth administrative operations - Manage client...


  • Newcastle upon Tyne, United Kingdom EGRecruiting Full time

    Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment - Outstanding verbal and written communication skills - Excellent telephone manner and ability to deliver an exceptional client-centric service - Superb attention to detail and able to deliver a high standard of work - Able to work independently and...


  • Newcastle upon Tyne, United Kingdom Finlink Ltd Full time

    An 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...


  • Newcastle Upon Tyne, United Kingdom Bruin Financial & Professional Services Full time

    We are looking for a highly motivated individual to join a one of the largest British Wealth Management firms as a Client Administrator within their Client Controls team. The successful applicant will be expected to contribute to the development of the Client Controls team and help to build the support capabilities associated with a growing...

  • Client Administrator

    7 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,...

  • Administrator

    5 days ago


    Newcastle upon Tyne, United Kingdom Blue Arrow Full time

    We're recruiting for experienced Administrators looking for temporary, fixed term or ongoing contracts for a client of our based in Newcastle City Centre. This client offers a mixture of hybrid and on campus working, please note none of these roles are fully remote. 37 hours per week, £11.46 per hour + holiday pay - Work experience as an Administrator...

  • Administrator

    6 months ago


    Newcastle upon Tyne, United Kingdom Hobbs Legal Recruitment Full time

    Our client who are a leading law firm and based in superb offices in Newcastle are keen to hire an Administrator on a full time, permanent basis. As an Administrator you will be joining a small team that specialises in insolvency and legal recovery matters and the dynamics of the team consists of both solicitors and support staff. You will be joining a...

  • Administrator

    6 months ago


    Newcastle upon Tyne, United Kingdom BMC Full time

    Our client is a leading law firm with offices across the UK. **Background** This role is the ideal career opportunity for an experienced administrator who is looking for a new challenge. The role is full time site based. **Duties & Responsibilities** - File and case management administration. - Administrating payments - Accounts and invoicing...

  • Administrator

    5 days ago


    Newcastle Upon Tyne, United Kingdom Burgh Recruitment Ltd Full time

    **Administrator** **Location: Newcastle Upon Tyne** **Salary: Highly competitive with excellent benefits and bonus** An excellent opportunity has arisen for a professional Administrator to work in a successful partner practice, close to Newcastle City Centre. You will be part of a fast-paced team managing the work generated by the Partner and offering...

  • Administrator

    4 days ago


    Newcastle Upon Tyne, United Kingdom Reed Business Support Full time

    **Are you an experienced Administrator?** **Are you looking to work for a company where you're more than just a number?** **Looking for a rewarding role?** Reed are excited to be working with a brilliant company based in Newcastle who are looking for an IP Administrator to join their friendly team! Full time, Monday to Friday, based in Newcastle city...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, seeking a talented individual to join our Financial Planning team in Newcastle Upon Tyne.As a Client Administrator, you will be responsible for providing administrative support to Financial Planners and building relationships with clients to...

  • Administrator

    7 months ago


    Newcastle upon Tyne, United Kingdom Connectment Full time

    **Administrator** We're working with one of our fantastic clients within the industrial sector who're looking for an administrator to join their team. The Administrator plays a crucial role, requiring prior experience in a similar capacity. One of my fantastic clients is seeking a self-assured individual who can seamlessly integrate into a dynamic office...


  • Newcastle upon Tyne, United Kingdom Meraki Full time

    **Key responsibilities** - Acts as the first point of contact for clients and their intermediaries, assuming the role of the “go to” person for client life cycle queries. This includes attending client meetings and managing discussions regarding client administration matters, whilst delivering a consistent Rathbones tone of voice and client experience. -...


  • Newcastle upon Tyne, United Kingdom Meraki Full time

    Meraki Talent are recruiting a Client Services Executive for a leading Financial Services firm in the heart of **Newcastle**. Working as a part of an established team, you will be responsible in supporting the efficient delivery of client services across the business. Working as part of an established team, you will be responsible for being the first point...

  • Administrator

    3 days ago


    Newcastle upon Tyne, United Kingdom Burgh Recruitment Ltd (working with The St. James’s Place Partnership) Full time

    **Administrator** **Location: Newcastle Upon Tyne** **Salary: Highly Competitive plus bonus / benefits** **Hours: Full time** An excellent opportunity has arisen for a professional and hardworking individual to join a busy and successful team, working for an Appointed Representative and Senior Partner Practice of St. James’s Place Wealth Management...

  • Administrator

    6 months ago


    Newcastle upon Tyne, United Kingdom George F. White Full time

    **THE OPPORTUNITY**: We have a great opportunity for an experienced Administrator to join our busy and dynamic Property Management team, based in Newcastle. **PRIMARY OBJECTIVES**: - Support the Property Management team in their daily roles - Pro-actively communicate with clients to maintain high service levels - Processing invoices, dealing with utility...

  • Administrator

    3 weeks ago


    Newcastle upon Tyne, United Kingdom Pertemps Newcastle Full time

    Administrator Monday - FridayNewcastleOur Local client have an exciting opportunity for a highly organised and efficient Administrator to join their team on a temporary basis until the end of January. The ideal candidate must have exceptional Planning skills, be detail oriented and demonstrate proficiency in Microsoft excel to support with various...

  • Administrator

    7 months ago


    Newcastle upon Tyne, United Kingdom Brewin Dolphin Full time

    **RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. With over 30 offices across the UK and Ireland this enables us to combine the...