This highly respected financial planning and accountancy firm is currently seeking an experienced financial planning administrator to join its team in Newcastle.
In this role you will work closely with financial planners, paraplanners and clients ensuring the financial planning advice they receive is the highest quality possible.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
Ideally you will be keen to study or hold qualifications leading to level 4 Diploma status (CII or equivalent) and have experience undertaking financial planning administration for financial planners.
Basic salary to £35,000, benefits and hybrid working available.