Wealth Management Admin

Recruit UK are working on an excellent opportunity for a Wealth Management 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:Wealth Management Administrator

Industry: Financial Planning

Location: Newcastle-Upon-Tyne

Salary: £25,000 - £30,000

Job reference: 8901

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: 2 years (required)

Work Location: In person