Planning and Administration Specialist

5 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time
About the Company

We are representing a leading national Financial Planning & Wealth Management business that is seeking experienced Administrators to join their regional Newcastle offices.

About the Job

This is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services professionals.

  • The successful candidate will have the opportunity to work in a dynamic environment with a talented team of professionals.
  • Responsibilities include preparing correspondence, ensuring client records are accurate and up-to-date, processing letters of authority, and maintaining administration systems.


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