Financial Planning Administrator

**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...

Financial 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...

Financial Planning Administrator A fantastic opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice in Jesmond. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax,...

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount. The business is a...

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 offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...

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...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

About the RoleWe are seeking an ambitious and organized individual to join our Financial Planning team in Newcastle Upon Tyne as a Client Administrator. This is a hybrid working role with a requirement to be in the office 4 days per week.As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners,...

Proactive Personnel have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and...

**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...

About Evelyn PartnersEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses across the UK.Our mission is to place...

**Job Title**: Entry-Level Financial Planning Administrator **Industry:  **Financial Services **Location:  **Newcastle-Under-Lyme **Salary**: £21,000 - £23,000 **Job ref**: 8956 Passionate about building a career in financial planning? Ready to join a team where client relationships aren't just transactions but genuine connections? Looking...

About Evelyn PartnersWe are a leading financial planning firm based in Newcastle Upon Tyne, seeking an ambitious individual to join our team as a Senior Financial Planning Assistant. This role offers an excellent opportunity for personal and professional growth.As a key member of our team, you will be responsible for providing administrative support to our...

**Our client is one of the UK's leading independent providers of wealth management and investment services, and they are looking for a Wealth Management Administrator to join them in their Newcastle team.** **This FTSE250 firm are an award winning company who invest heavily in their employees progression and development - encouraging internal progression,...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

Job 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...

An exciting opportunity to join an established and respected Independent financial advisers based in Newcastle as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...

Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Financial Services Administrator to join our Newcastle...

Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Senior Financial Services Administrator to join our Newcastle...

{"Qualifications & Skills": "At Meraki Talent Ltd, we are seeking a skilled Paraplanning Professional to support our financial planning team. The successful candidate will possess a strong knowledge of financial planning tools, products, and compliance standards.Key Responsibilities:Prepare Financial Plans: Collaborate with financial advisors to create...