Financial Planning Administrator

**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 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,...

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...

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...

Job Role: Senior Financial Planning AdministratorWe are seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior Financial Planning Administrator, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive client...

Role OverviewWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior IFA Client Administrator, you will provide administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely...

Role OverviewWe are seeking a highly skilled and motivated individual to join our Financial Planning team in Newcastle Upon Tyne. As a Senior Financial Planning Administrator, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive and sleek client experience.Key...

Job Role: Senior Financial Planning AdministratorWe are seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne, where you will be responsible for providing full administrative support to Financial Planners. Your key responsibilities will include building relationships with clients, maintaining regular contact, and working...

We 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...

Job Role OverviewWe are seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne, where you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely with aligned...

**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,...

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...

**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...

**Job Title**: Entry-Level Financial Planning Administrator **Industry:  **Financial Services **Location:  **Newcastle-Under-Lyme **Salary**: £21,000 - £23,000 **Job ref**: 8956 Passionate about building a career in financial planning? Ready to join a team where client relationships aren't just transactions but genuine connections? Looking...

Recruit Wealth is seeking a professional to support their highly successful national Financial Planning business with offices across the UK.The successful candidate will be a key member of the Client Administration team, providing day-to-day support and servicing of private clients relating to their pension and investment needs.Responsibilities will include...

About Evelyn PartnersWe are a leading financial planning firm based in Newcastle Upon Tyne, seeking an ambitious individual to join our team as a Senior Financial Planning Assistant. This role offers an excellent opportunity for personal and professional growth.As a key member of our team, you will be responsible for providing administrative support to our...

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, and we're seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne.Key ResponsibilitiesProvide...

Job SummaryWe are seeking an experienced Accounts Assistant to join our team at Volkswagen Skoda Newcastle dealership. The successful candidate will be responsible for maintaining accurate financial records, processing invoices and payments, and providing administrative support to the finance team.Key ResponsibilitiesProcess and reconcile financial...

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...

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...