Financial Services Administrator

2 weeks ago


Newcastle upon Tyne, United Kingdom H J Wealth Management Full time

GRADUATE OPPORTUNITY: Financial Services Administrator
- We are now looking to recruit an Administrator to join our support team._
- As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on’ approach and not be afraid to get on with the task in hand._
- As a small firm, there is significant scope for development to paraplanner and/or financial adviser along with subsidised examinations and training._
- Key responsibilities include:_
- Client Support including:_
- Preparing documentation for Client meetings_
- Booking appointments and scheduling meetings_
- Production of client valuations and preparation of review packs_
- Client liaison_
- Updating presentation data; including Client and marketing data_
- Liaising with 3rd party providers and professional connections_
- Providing proactive diary management for the Financial Adviser/Business Owner_
- Coordinating and managing travel arrangements for the Financial Adviser/Business Owner_
- Office Administration including:_
- Coordinating office procedures_
- Managing Client refreshments_
- Managing incoming telephone communications_
- Ensuring that the administration elements of the business are run in a responsible and efficient manner_
- Coordinating and implementing business projects to support business development and growth_
- Role Requirements:_
- Experience gained from working for a firm of Financial Advisers is desirable but not essential_
- You will be IT literate_
- You will have excellent organisational skills with very good attention to detail_
- Company information_
- We are a Wealth Management practice based in Newcastle upon Tyne. Our high net worth clients include successful business people, families and retirees based in the North East; providing them with a complete range of wealth management and personalised financial planning services._

**Salary**: £23,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Free parking
- On-site parking

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Education**:

- Bachelor's (preferred)

**Language**:

- English (required)

Work Location: In person

Application deadline: 31/01/2024
Reference ID: Financial Services Administrator



  • 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, United Kingdom Lowes Financial Management Full time

    **Job purpose**: The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process. This entails the provision of excellent customer service to support all aspects of the client journey. The role also includes any administrative duties that needs to be provided in order to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesConsidering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.Job DescriptionJob type:Full time, PermanentDepartment:Business UnitPost Title:Financial Planning AdministratorReports to:Head of Business Unitand to: Business ManagerJob purpose:The role of the Financial...


  • Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of Companies Job Description Job type: Full time, Permanent Department: Business Unit Post Title: Financial Planning Administrator Reports to: Head of Business Unit and to: Business Manager Job purpose:   The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial...


  • Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process....


  • Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of Companies Job Description Job type: Full time, Permanent Department: Business Unit Post Title: Financial Planning Administrator Reports to: Head of Business Unit and to: Business Manager Job purpose:   The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial...


  • Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process....


  • Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose: The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process. This...


  • Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of Companies Job Description Job type: Full time, Permanent Department: Business Unit Post Title: Financial Planning Administrator Reports to: Head of Business Unit and to: Business Manager Job purpose:   The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial...


  • Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process....


  • Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesIncrease your chances of an interview by reading the following overview of this role before making an application.Job DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning...


  • Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose: The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process. This...


  • Newcastle upon Tyne, United Kingdom H J Wealth Management Full time

    Financial Services Administrator - We are now looking to recruit an Administrator to join our support team._ - As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on’ approach and not be afraid to get on with the task in hand._ - As a small firm,...


  • Newcastle Upon Tyne, United Kingdom Nigel Wright Full time

    **The Opportunity** Nigel Wright are delighted to be partnered with a well-established financial services firm in their search for an experienced Financial Services Administrator. Based in Newcastle City Centre you will be joining an enthusiastic team, supporting Paraplanners and Financial Advisers in the provision and administration of independent financial...


  • Newcastle upon Tyne, United Kingdom KCR Solutions Full time

    KCR Solutions are delighted to be working with this successful financial services business to recruit a Financial Services Administrator. Your duties will be as follows: Providing efficient and effective administrative support to the financial advisersCreating new client packsOrganising and producing all documentation as requiredContacting providers...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel Wright Full time

    The OpportunityNigel Wright are delighted to be partnered with a well-established financial services firm in their search for an experienced Financial Services Administrator.Based in Newcastle City Centre you will be joining an enthusiastic team, supporting Paraplanners and Financial Advisers in the provision and administration of independent financial...


  • 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...


  • Newcastle upon Tyne, United Kingdom EGRecruiting Full time

    Previous experience in Administration, Financial Services experience highly desirable - Knowledge of IO 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 pressure **Benefits**: - Hours:36.5 Mon-Thurs...


  • Newcastle-under-Lyme, United Kingdom NGEN Financial Planning Full time

    We are a growing business looking to appoint another Financial Services Administrator. This is an exciting business and there is the potential to progress to Paraplanner or Adviser within the business. This role requires you to have the ability to work within a fast pace environment, adapt to industry changes and can adjust to various deadlines and progress...


  • Newcastle-under-Lyme, United Kingdom NGEN Financial Planning Full time

    We are a growing business looking to appoint another Financial Services Administrator. This is an exciting business and there is the potential to progress to Paraplanner or Adviser within the business. This role requires you to have the ability to work within a fast pace environment, adapt to industry changes and can adjust to various deadlines and progress...