Administrative Support Specialist

18 hours ago


Gateshead, Gateshead, United Kingdom Austin Fraser Full time
Job Description:
  • Researching products, financial planning solutions, and investment strategies to support the wealth advisers
  • Assisting in the preparation of recommendation reports for client meetings
  • Providing high-level administrative support to the team
  • Assisting advisers with client management
  • Generating technical reports and information for advisers and clients

The successful candidate will have a great attention to detail, be a fully competent Administrator (minimum of 2 years prior experience), possess strong Word & Excel skills, and have fantastic literacy and numeracy skills.

This is an excellent opportunity to enhance your administrative skills, work closely with financial advisers, and make a meaningful contribution to client's financial journeys.



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