Experience of working in financial services is preferred, but administrators from other industries will be considered.
General Administration - supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
An exciting opportunity has just been created for an administrator to join a national professional services firm at their Doxford International Business Park location.
Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.
We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advisers.
Responsibilities
Managing adviser diaries and preparing review paperwork for client meetings.
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
General
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Our client, a reputable financial planning practice in Gosforth is seeking a highly-motivated and organised Financial Planning Administrator to join their team.
The successful candidate will provide administrative support to a team of financial planners and paraplanners, ensuring that clients receive a high level of service and attention.
This is a full-time office-based role working in a friendly and supportive team environment, with opportunities for career growth.
Are you looking for a permanent role in administration?
A new and exciting opportunity for an Administrator with Customer Service elements to join a great team of people working for long standing and reputable group based in Newburn, Newcastle upon Tyne.
If so, this is a great opportunity to join an exciting company and be part of our client's friendly team.
Tempest Jones have a fantastic vacancy for a Financial Planning Administrator to join a busy firm of financial planners based in Gateshead.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James's Place Plc.
Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.
As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.
This hybrid, IFA Administrator Team Leader job in Newcastle is ideal for an experienced IFA Administrator looking to take the next step in their career and, join a growing company which has exciting plans ahead!
You will be ensuring the Administration team runs smoothly and effectively whilst being a safe and motivational environment to work in.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.