• Location:

    Newcastle upon Tyne

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £23000 - £29000 per annum + hybrid working, benefits, exam support

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

Financial Planning Administrator
Newcastle upon Tyne
Salary - £23,000 - £29,000 plus bonus, pension, exam support, training, flexi-working

I am looking to speak to individuals who have both experience and an interest in the financial services industry. My client are a Financial Planning organisation providing guidance to their clients around a variety of financial specialisms including Investments, Pensions, Tax and Trusts, Mortgages and Life Insurance.

The role is to join their established administration team providing full office support to the IFA's within the business. This includes processing new business, dealing with third party providers on the telephone and over email, creating meeting documents and brochures, filing, creating spreadsheets and dealing with information across a variety of back office software systems.

PLEASE NOTE: My client only want to consider individuals who have experience within the financial services industry already. Your experience could come from working in -

- IFA / Wealth Management Business
- Pensions Admin
- Product provider / Insurance company
- Bank or Building Society
- Insurance

In return you will work for one of the top Wealth Management companies in the area. You will receive full training, exam support, excellent salary and additional benefits including an annual bonus.

If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.