Financial Services Administrator

Financial Services Administrator

Newcastle Upon Tyne

£28,000 - £32,000

Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits

An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.

This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.

The Role

• Acting as a key point of contact for clients, advisers and product providers
• Coordinating client reviews, booking meetings and preparing documentation
• Processing new business and servicing requests across pensions, investments and protection
• Managing Letters of Authority, fund switches, withdrawals and provider correspondence
• Maintaining accurate client records and updating back-office systems
• Monitoring cases through to completion and keeping all parties updated on progress
• Supporting advisers and paraplanners with the preparation and administration of client recommendations

About You

• Experience within an IFA, Financial Planning or Wealth Management environment
• Strong administrative and client service skills
• Excellent attention to detail and organisational ability
• Comfortable managing multiple cases and deadlines simultaneously
• Professional communication skills, both written and verbal
• Experience using XPLAN would be beneficial but is not essential

If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.