This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients.
About the Company
By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
Recruit UK are working on an excellent opportunity for a Financial Services Administrator / Audio Typist in Newcastle to join a well-established UK Financial Advice firm.
This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers.
It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
As a Finance Administrator for our client, you will undertake vital client-led duties, including:.
General
They offer outsourced Finance Director services, Managed Finance Functions, Financial Consultancy services, and expert Payroll and HR Services.
Central Employment works with a trusted advisor to businesses and specialises in supporting finance and HR functions in SMEs, fostering growth and prosperity.
We are currently seeking an experienced and skilled Financial Services Novations Support Administrator to become an integral part of the novations team within our client, a reputable national financial services practice.
PLEASE NOTE: Applicants must have experience working in Novations within a financial planning firm to be consdiered for this role.
The ideal candidate will oversee the novations process, ensuring a smooth transition for clients, maintaining the highest standards of customer service and regulatory compliance.
Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?
General
Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Northallerton Office of this national financial planning firm.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
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.
This role is for you if you are an Administrator with ideally some experience in a Financial Advisory practice.
The business is a fast-growing and well-established Financial Services practice with offices across the UK.
You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, and due to growth plans, there will be opportunities to progress further within the business.