Financial Administrator

2 months ago


Newcastle under Lyme, United Kingdom CV-Library Full time

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Competitive salary

Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of the Financial Administrator:

* Responsible for providing administrative support for a range of financial products including Personal Pensions, ISAs, Investment Bonds and SIPPS

* Liaising with providers to obtain quotes, cost comparison and preparing paperwork ready for client meetings

* Responsible for utilising various platforms to research, collate data, scenario planning etc

* Answering the phone, taking messages, dealing with client queries and booking appointments

* Gathering fund fact sheets, performing income schedules and preparing bespoke valuations

* Stay up to date with industry regulations and compliance requirements.

* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience:

* Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management or Financial Management is essential

* Excellent communication skills

* Strong numeric & analytical skills

* Strong team player

* Work well under pressure to meet deadlines

* Strong work ethic

* Tech Savvy

Benefits:

* Company pension

* 28 days holiday inc bank holidays

* Birthday off

* Free parking

* Company events

* Healthcare after probation

* Training and qualification opportunities



  • Newcastle-under-Lyme, 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 under Lyme, Staffordshire, United Kingdom Perspective Financial Group Ltd Full time

    Are you looking to develop your financial administration skills in a dynamic wealth management company? We are seeking an experienced Asset Finance Administrator to join our successful administration team at Perspective Financial Group Ltd.Salary: £25,000 - £35,000 per annum (dependent on experience)About the RoleWe are looking for a motivated and...


  • Newcastle-under-Lyme, United Kingdom Uniting People Full time

    **Mon-Fri 8.30am-5.00pm / 8.00am-4.30pm** **Competitive salary** Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm? You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You...


  • Newcastle under Lyme, United Kingdom Uniting People Full time

    Mon-Fri 8.30am-5.00pm/8.00am-4.30pmCompetitive salaryAre you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the...


  • Newcastle-under-Lyme, United Kingdom Forrest Recruitment Careers Full time

    Financial Administrator, Newcastle under Lyme, Permanent, £26,000paOur client is a prestigious global online retailer, and they are currently seeking an experienced people focused Financial Administrator to join their growing team. This is a new role due to internal changes. The successful candidate will be the middleman between sales staff and the...


  • Newcastle under Lyme, Staffordshire, United Kingdom fish4.co - Jobboard Full time

    Are you a detail-oriented and organized individual with a passion for financial administration?We are seeking a skilled Financial Services Administrator to join our team at fish4.co - Jobboard. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services...


  • Newcastle under Lyme, Staffordshire, United Kingdom Logic Resourcing Group Full time

    About the RoleWe are seeking an experienced Financial Administrator to join our team at Logic Resourcing Group. In this newly created role, you will be working as part of a small office team, supporting the Office & Finance Manager with a range of finance administration tasks.Key Responsibilities:Sales and Purchase LedgersAccruals, Prepayments and Month-End...


  • Newcastle under Lyme, United Kingdom CV-Library Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle Under Lyme offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for...


  • Newcastle under Lyme, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle Under Lyme offices.With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who...


  • 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 under Lyme, Staffordshire, United Kingdom Perspective Financial Group Ltd Full time

    Are you looking to develop your financial administration skills by joining a leading wealth management company with a successful administration team?Office: Perspective Financial Group LtdHours: Monday – Friday, 9am-5pm with an early finish on Friday (33 hours)Manage financial planning client administration in accordance with the firm's procedures.Maintain...

  • Pension Administrator

    4 weeks ago


    Newcastle under Lyme, Staffordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Pension Administrator Job DescriptionThe Burford Recruitment Company Ltd is seeking a skilled Pension Administrator to join their team in Newcastle-under-Lyme office, Staffordshire. The successful candidate will be responsible for processing pensions schemes for clients, including transfers, surrenders, retirements, annuities, and investment business. They...


  • Newcastle under Lyme, Staffordshire, United Kingdom MI Search Ltd Full time

    This leading IFA firm, MI Search Ltd, is seeking an experienced financial planning administrator to join their dynamic team in Newcastle-under-Lyme.The ideal candidate will support financial advisers and paraplanners in their daily operations, handling tasks such as obtaining provider information, processing new business, and preparing valuation reports.This...


  • Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full time

    We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Uniting People. In this role, you will provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.Your key responsibilities will include:Liaising with providers to obtain quotes, cost...


  • Newcastle under Lyme, United Kingdom CV-Library Full time

    35 Hour Week * 25 Days holiday plus bank holiday * Training and development opportunities * Friendly, sociable and collaborative office Our client, a leader in financial planning, are looking to appoint a Pension Administrator to join their Newcastle-under-Lyme office, Staffordshire. The office is well established but due to the increasing growth...


  • Newcastle under Lyme, Staffordshire, United Kingdom WEALTHLINK RECRUITMENT LTD Full time

    **Financial Planning Administrator Role**We are working with a national financial planning business that requires a skilled Financial Planning Administrator to join their Staffordshire office. In this role, you will work closely with Financial Advisers to provide a high-quality and efficient service to clients. The role is varied, and you will work on...


  • Newcastle under Lyme, Staffordshire, United Kingdom Recruit Wealth Ltd Full time

    Role OverviewRecruit Wealth Ltd is seeking an experienced Financial Planning Administrator to join their Newcastle Under Lyme offices. As a key member of the team, you will be responsible for providing administrative support to the financial planning and wealth management business.Key ResponsibilitiesPrepare correspondence, including letters and emails, to...


  • Newcastle-under-Lyme, United Kingdom Nuffield Health Full time

    HEAD OFFICE Administration Assistant **Administration Assistant** **Nuffield Health North Staffs Hospital | Administration | Permanent | Full time** **£23,419.50 per annum** **37.5 hours per week** Are you a confident and customer-focused administrator, who’s passionate about great customer service? Then you could be just who we’re looking for....


  • Newcastle-under-Lyme, United Kingdom The Burford Recruitment Company Ltd Full time

    25 Days holiday plus bank holiday * Training and development opportunities * Friendly, sociable and collaborative office Our client, a leader in financial planning, are looking to appoint a Pension Administrator to join their Newcastle-under-Lyme office, Staffordshire. The office is well established but due to the increasing growth of the business, they...


  • Newcastle under Lyme, Staffordshire, United Kingdom Forrest Recruitment Careers Full time

    Financial Administrator, Newcastle under Lyme, Permanent, £26,000paOur client, a prestigious global online retailer, is seeking an experienced people-focused Financial Administrator to join their growing team. This role has been created due to internal changes, and the successful candidate will act as the middleman between sales staff and the outsourced...