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Newcastle upon Tyne

    Financial Planning Administrator Home and Office - Newcastle upon Tyne, United Kingdom - Co-Navigate

    Co-Navigate
    Co-Navigate Newcastle upon Tyne, United Kingdom

    3 weeks ago

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    Description
    Job Description Financial Planning Senior Administrator

    ~ Full-Time, Monday-Friday, 9am - 5pm
    ~ Competitive salary
    ~5% employer pension contribution
    ~31 days paid holiday
    ~ Flexible working environment – work/life balance is very important

    Supporting clients through the financial planning process
    Updating back-office systems, and relevant business trackers
    General office support

    Minimum of three years' experience in a fast-paced financial services administration role, preferably in client and advisor support
    Proficient in Microsoft Office systems
    Experience of using CRM and financial services software e.g. CashCalc, Intelliflo Office, Xero (preferable, but not essential)
    Co-Navigate is a young and dynamic Financial Planning firm where our clients are at the heart of everything we do


    Qualities we look for:

    • Helping others
    • Kitchen facilities with free tea and great coffee. You'll also have somewhere to store and prepare your tasty lunches
    Smart casual dress code with some dress-down days
    Team building / volunteering in the community / social events regularly throughout the year

    Sunday 19 May 2024

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