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- Kitchen facilities with free tea and great coffee. You'll also have somewhere to store and prepare your tasty lunches
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Financial Planning Administrator Home and Office - Newcastle upon Tyne, United Kingdom - Co-Navigate
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:
Team building / volunteering in the community / social events regularly throughout the year
Sunday 19 May 2024