Administrative Role in Financial Services
4 hours ago
We are seeking an experienced IFA Administrator to join our client, a market-leading firm of Independent Financial Planners. As an IFA Administrator, you will play a crucial role in supporting the financial planning team, maintaining accurate records, and preparing reports as required.
Your key responsibilities will include assisting in the preparation of client proposals, facilitating meetings, and maintaining accurate records of client interactions. You will also provide administrative support to the financial planning team, including maintaining accurate records and preparing reports as required.
To succeed in this role, you will need excellent communication skills, both written and verbal, and be able to work effectively as part of a team. You will also have a keen eye for detail and be able to prioritize tasks to meet deadlines.
The salary for this role is estimated at up to £28,000 per annum, reflecting the company's commitment to investing in their employees.
- Job Type: Full-time
- Salary: Up to £28,000 per annum
- Location: Newcastle under Lyme/Hybrid Working
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Administrative Role in Financial Services
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Benefact Group plc Full timeAbout the JobWe are recruiting for a Financial Services Administrator to join our Newcastle office, working with a range of financial services products and providers.The successful candidate will have excellent communication and organisational skills, as well as a strong understanding of FCA requirements within a financial services role.$38,500 - £42,000...
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Financial Administrator Role
15 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom ENGINEERINGUK Full timePension Administration Expertise SoughtWe are seeking an experienced Pension Administrator to join our team at ENGINEERINGUK in Newcastle, UK. The successful candidate will have a strong background in Defined Benefit pension schemes and MS Office products.Key Responsibilities:Database Management: Update relevant pension administration databases and...
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Financial Services Administrator
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom BMC Recruitment Group Ltd Full timeJob OverviewBMC Recruitment Group Ltd is currently seeking a skilled Banking and Reconciliation Administrator to join their client, an award-winning group of financial services and technology companies based in the UK.As a key member of the team, you will be responsible for investigating and matching incoming payments to client accounts, liaising with...
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Financial Services Professional
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full timeFinancial 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...
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Financial Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom GSL Education Full timeJob 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...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Able Personnel Full timeAble Personnel is recruiting for an experienced Assessor/Tutor to join our team. The ideal candidate will have a strong background in delivering financial services administrator levels 2 and 3, as well as experience in visiting learners in the workplace and preparing for Ofsted visits.About the JobAs an Assessor/Tutor, you will be responsible for classroom...
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Financial Administrator
4 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Austin Fraser Full time**Job Summary:**We are seeking a highly skilled Financial Administrator to join our team at Austin Fraser. This is an excellent opportunity for someone with experience in financial administration to take their career to the next level.About the Role:This is a fantastic chance to work with our Commercial Accountant and support the maintenance of the charity's...
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Financial Administrator
20 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Be-IT Ltd Full timeAbout the RoleWe are seeking a Financial Administrator to join our Enabling Functions team at Be-IT Ltd in Newcastle upon Tyne, working 60% from the office and up to 40% remotely. The successful candidate will provide financial, administrative, and clerical support to the organization.This is a 12-month Fixed Term contract with an estimated salary of...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom CV-Library Full timeRole Summary:We are seeking a highly motivated and experienced trainer to deliver financial services administrator training in Newcastle. As a level 2-3 financial services administrator trainer, you will be responsible for creating engaging and effective learning experiences that meet the needs of our learners.**Key Tasks:*** Deliver classroom training for...
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Financial Services Semi Senior
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeEstablish a rewarding career as a highly motivated Financial Services Semi Senior with Fletcher George Financial Recruitment. This exciting opportunity is perfect for ambitious individuals seeking to develop their technical expertise and progress their professional qualifications.Fletcher George Financial Recruitment offers an ideal environment for growth,...
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Financial Administrator Trainer
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Able Personnel Full timeWe are seeking a highly skilled and experienced Assessor/Tutor to join our team at Able Personnel. The ideal candidate will have a strong background in delivering financial services administrator levels 2 and 3, as well as experience in visiting learners in the workplace and preparing for Ofsted visits.Job SummaryAs an Assessor/Tutor, you will be responsible...
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Financial Services Coordinator
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Benefact Group plc Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Benefact Group plc.This is an excellent opportunity for someone who is looking to take their career to the next level and work with a leading insurance broking and financial services organisation.The successful candidate will have a strong...
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Financial Services Assessor
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom CV-Library Full timeJob Title: Financial Services AssessorWe are seeking a skilled and experienced assessor to join our team in Newcastle. The ideal candidate will have a strong background in financial services administration, with a focus on levels 2 and 3. As an assessor, you will be responsible for delivering classroom training and supporting learners in the workplace.**Key...
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Financial Services Associate
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: Financial Services AdministratorCompany Overview:TEMPLEGATE RECRUITMENT LIMITED is a leading specialist in Financial Services Recruitment.Job Summary:We are seeking a skilled Financial Services Administrator to join our team.Key Responsibilities:Provide administrative support to the Financial Services team.Manage client relationships and...
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Financial Administrator
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Accountancy Connect Full timeJob Summary:Accountancy Connect is seeking an experienced Financial Administrator to join our team in Newcastle upon Tyne. The successful candidate will be responsible for delivering high-quality financial services, including payroll processing, and providing exceptional customer service.Key Responsibilities:• Process and manage employee data, ensuring...
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Administrative Assistant
22 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Austin Fraser Full timeWe are looking for a highly motivated Administrative Assistant - Customer Service Role to join our dynamic team in a fast-paced environment. As an Administrative Assistant, you will be responsible for providing exceptional customer service and administrative support to our clients.
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Financial Administrator
4 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Austin Fraser Full timeFinance Assistant PositionWe are seeking a highly skilled and experienced Finance Assistant to join our team in Newcastle. The ideal candidate will have strong bookkeeping skills, proficiency in accounting software, and excellent organizational abilities.The successful candidate will be responsible for maintaining accurate and up-to-date financial records,...
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Assessor and Tutor for Financial Services
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Able Personnel Full timeAble Personnel is seeking a qualified and experienced Assessor/Tutor to deliver financial services administrator levels 2 and 3 training. The successful candidate will have a strong understanding of the subject matter and excellent communication skills.About the RoleAs an Assessor/Tutor, you will be responsible for classroom delivery, assessment, and...
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Financial Services Coordinator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom The Recruitment Group Full timeWe are looking for a talented Finance Administrator to join The Recruitment Group's team on a 6-month contract. As a key member of the finance team, you will be responsible for managing financial transactions, providing top-notch customer service, and contributing to the overall success of the organization.Some of the key tasks of the Finance Administrator...
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Financial Administrator
17 hours ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Austin Fraser Full timeAustin Fraser is seeking an experienced Financial Administrator to maintain accurate and up-to-date accounting records. This role involves handling financial documentation, processing invoices and staff expense claims, and managing petty cash. The ideal candidate will have strong bookkeeping skills and proficiency in accounting software.The successful...