Financial Planning Administrator
Location: Newcastle (Hybrid Working)
Salary: Up to £33,000 (Negotiable for candidates with high levels of experience) + Benefits
A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a well-established, national firm of wealth managers at their Newcastle office. This is a dynamic and supportive environment offering genuine career progression, professional study support, and a comprehensive benefits package.
The Role
You will play a key role in supporting Financial Advisers and senior stakeholders, ensuring the smooth processing of new and existing business while delivering excellent client service.
Key responsibilities include:
- Processing new business and top-up submissions across provider platforms, ensuring all compliance requirements are met
- Maintaining and updating back-office systems, including document management
- Liaising with providers to manage transactions such as fund switches, purchases, sales, and client payments
- Supporting asset migration projects between platforms
- Preparing client review packs and documentation for adviser meetings
- Booking annual client review meetings and managing adviser diaries where required
- Gathering information from third-party providers via phone and online systems
- Handling inbound calls and providing general administrative support
- Assisting with ad hoc projects and team initiatives
About You
- Previous experience in a Financial Planning/IFA administrative role (ideally 3+ years)
- Strong knowledge of provider platforms and financial products
- Excellent organisational skills with the ability to prioritise workloads effectively
- Strong attention to detail and ability to work in a fast-paced environment
- Confident communicator with excellent interpersonal skills
- Proficient in using back-office systems and Microsoft Office
- Proactive, team-oriented, and able to work independently
What’s on Offer
- Competitive salary up to £33,000 (negotiable depending on experience)
- Hybrid working model
- Full support for professional qualifications and career progression
- Comprehensive benefits package
- Opportunity to join a reputable and growing national firm
This is an excellent opportunity for an ambitious administrator looking to further their career within financial planning, with strong long-term development prospects.
Sector:
- Financial Services
- Financial Planning
