Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Meraki Talent Limited • £25K/yr to £30K/yr
They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role.
As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle.
The role will see you working alongside an experienced IFA Administrator, providing a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
EGRecruiting is delighted to be recruiting for two Graduate Administrators, to join a highly regarded and well-established IFA firm in North Tyneside, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
As a recent Graduate, this is a superb opportunity to start your career in Financial Services where full training and support will be provided and you'll benefit from working with highly knowledgeable individuals.
Office Angels is excited to be recruiting for a full-time Administrator to join our client's busy office based in Pelaw, Gateshead!
The team has a warm, supportive culture, offering a friendly and down-to-earth environment where everyone works hard to support the smooth operation of the business while delivering top-notch customer service.
Providing support and guidance to clients via email and over the telephone.
Verifying documents and uploading them to internal databases.
General
REED Business Support is currently supporting a large and successful organisation with the recruitment of a number of Service Administrators on a temporary ongoing basis.
We are searching for a Helppoint Administrator in our Gateshead office to deliver the highest levels of customer service to internal and external clients within the HelpPoint Customer Services team.
Salary £23,500 - £24,000
HelpPoint is the Churchill Customer Service Department and is dedicated to delivering service excellence.
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.