Financial Services Administrator

Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team? If the answer is yes, we have the opportunity you are looking for! We have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Under Lyme Office. This is an...

Role Description This is a full-time, on-site role for an IFA (Independent Financial Adviser) Administrator based in Newcastle-Under-Lyme. The IFA Administrator will support financial advisers by managing client communications, preparing financial documentation, processing applications, and providing administrative assistance for investments, pensions, and...

Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients.We’re seeking a professional, organised, and proactive individual to...

Financial Planning Administrator | Newcastle-Under-Lyme | Hybrid Working | £30,000 A growing wealth management firm is looking for a Financial Planning Administrator to join their team in Newcastle-Under-Lyme. The role: Key point of contact for client queries on pensions, investments and protection, with responsibilities including:Processing new business...

We are looking to recruit Customer Services Advisors to work for our successful client, in their brand-new office as part of a dynamic team. Based in Newcastle-Under-Lyme Shifts are 08:30-16:30, Monday - Friday. £10 per hour. This role involves: - Tracking customer orders. - Data entry. - Reporting any issues with damages etc. - Answering telephone...

We are looking to recruit Customer Services Advisors to work for our successful client, in their brand-new office as part of a dynamic team. Based in Newcastle-Under-Lyme Shifts are 08:30-16:30 or 09:30-17:00, Monday - Friday. £10-£10.40 per hour. This role involves: - Tracking customer orders. - Data entry. - Reporting any issues with damages etc. -...

A recruitment agency in financial services seeks an experienced IFA Administrator to support a Financial Adviser. Responsibilities include producing client documentation, processing business fees, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in similar roles and the ability to work in a fast-paced environment....

A financial services company in Newcastle-under-Lyme is seeking an IFA Administrator to support financial advisers. This full-time, on-site role involves managing client communications, preparing financial documentation, and ensuring compliance with regulatory requirements. Ideal candidates will have strong administrative skills, proficiency in Microsoft...

IFA Administrator – Newcastle-Under-LymeSalary: Up to £30,000 (DOE) + benefits + bonusA successful and growing Wealth Management and Financial Planning firm in Newcastle under Lyme is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in the...

IFA Administrator – Newcastle-Under-Lyme Salary : Up to £30,000 (DOE) + benefits + bonus A successful and growing Wealth Management and Financial Planning firm in Newcastle under Lyme is seeking an experienced IFA Administrator / Financial Services Administrator to join their friendly team. This is a fantastic opportunity for someone with experience in...