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Financial Administrator - Newcastle-upon-Tyne
Newcastle upon Tyne, ENG
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Hours: Monday to Friday, 9.00am to 5.00pm with a one-hour break (35 hours)

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare


This role forms a key part of the team and, as such, you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

  • Client correspondence, written and verbal.
  • Processing New Business.
  • Completing MiFID Compliant Costs and Charges for clients ahead of their annual review.
  • Preparation of client review packs.
  • Arranging client meetings and managing the Adviser’s diary.
  • Illustration requests.
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Taking phone calls, enquiries, and requests, and handling them where appropriate.
  • Back-office support.
  • Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

You will already be experienced at working in a Financial Planning firm, and will need to be motivated, friendly, and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

  • Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
  • Good working knowledge of Intelligent Office and Provider Platforms.
  • Confidence with IT and office software packages including Teams, Outlook, Word, and Excel.
  • Management and prioritising workloads
  • Excellent planning, organisational and multi-tasking abilities.
  • Analytical and problem-solving skills.
  • Flexibility/ adaptability to cope with change.
  • Excellent communication skills at all levels.
  • A team player with a positive attitude.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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