AddressRecruit UK are working on an excellent opportunity for a Financial Planning Administrator in Newcastle-Upon-Tyne to join a well-established Financial Advice firm. They offer expert financial planning and tailored wealth management services to individuals, families, and business owners.
They provide personal services such as Investment Planning, Inheritance Tax Planning, Retirement Planning, Trust & Estate Planning, and protection against risk to their clients.Their approach to advice gives them the opportunity to form valuable long-term relationships with their clients.
You will be joining an existing Financial Planning Administration team supporting Financial Advisers assisting with client-related tasks.
What’s in it for you:
- Quarterly Bonuses
- Excellent Benefits incl Pension, DIS, PMI
- Offices in Newcastle
- 25 days holiday + BH
- Friendly team
- Scope for personal development
- Study support
Skills and experience required:
- 2 - 3 years experience in Financial Services
- Strong organisational, time-management, and attention to detail
- Positive attitude with a willingness to learn and grow within the company.
- Proficient in Microsoft Office and comfortable with IT.
- Able to manage and prioritize multiple tasks to meet deadlines.
Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Newcastle-Upon-Tyne
Salary: £25,000 - £30,000
Job reference: 8901
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a fast growing Financial Advice Company in Newcastle-Upon-Tyne on a Financial Planning Administrator role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Job Type: Full-time
Salary: £25,000.00-£30,000.00 per year
Benefits:
- Company pension
- Private medical insurance
Schedule:
- Monday to Friday
Experience:
- Financial services: 1 year (required)
Work Location: In person
