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Financial Planning Administrator

  • Newcastle-upon-Tyne
  • Permanent
  • up to £30,000 plus company benefits

Job details.

Financial Planning Administrator - Newcastle

to £30,000 + Comprehensive company Benefits package

We are currently working with an international Wealth and Investment Management business to recruit for an experienced Financial Planning Assistant to join their team in Newcastle. 

Due to ongoing expansion over the past couple of years, the firm now requires a professional candidate with administrative experience in the financial planning or wealth management  sector to join the business to provide assistance to the Financial Planners in Newcastle. The Newcastle office is currently small but it is an area of growth for the business and they expect to add a number of team members this year.

Key tasks and responsibilities within this role will include:

  • Obtaining details of client holdings
  • Liaising with clients and third parties
  • Maintaining records and databases
  • Preparing letters
  • Generating investment valuations
  • Producing compliant illustrations and quotations
  • Completing forms (both paper-based and electronic)
  • Preparing review packs for client meetings
  • Assisting with the implementation of investment advice via electronic platforms

On offer: 

  • This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career in the future.
  • You will be supported to undertake all financial planning exams.
  • Competitive basic salary of up to £30,000, negotiable depending on experience
  • Pension, PMI, Income Protection, Flexi Benefits
  • 25 Days Holiday plus Bank Holidays
  • Hybrid working, 3 days per week in office: 2 at home
  • Working hours are 8:30-5pm, 37.5 hrs/ week

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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