Financial Planning Administrator - Newcastle Upon Tyne, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
Newcastle Upon Tyne, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Financial Planning Administrator
Newcastle
Up to £28,000 + excellent benefits package, bonus, exam support and hybrid working
A growing and highly respected Financial Advisory organisation in Newcastle upon Tyne are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office and really grow their career.

Experience in a Financial Services environment is essential and in return you can receive an excellent salary and benefits package including bonus and genuine career progression and hybrid working options.


  • Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
  • Detailed and working knowledge of regulatory requirements.
  • Experience and knowledge of investments, pension plans and other financial products.
  • Strong IT skills; basic MS Office package.
  • Excellent organisational and communication skills.
  • Strong numeracy skills.

The main duties of this role include:

  • Processing and monitoring new business.
  • Completing FCA compliant transactions.
  • Obtaining information from fund managers.
  • Sending letters of authority.
  • Working closely with advisers.
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