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Financial Services Administrator - Newcastle - Leading Wealth Manageme - City, Newcastle Upon Tyne, United Kingdom, NE1


This highly respected financial planning firm specialising in advising high net worth clients is looking for a financial services administrator to work out of its offices in Newcastle.

In this role you will be supporting the advisers, liaising with paraplanners and clients, processing cases, obtaining valuations, preparing agendas, arranging appointments, chasing clients for information and preparing the advisers for meetings.

This is a varied role in a progressive financial planning firm which offers its staff an excellent opportunity for professional development and to take further studies. You must have experience working in a financial planning firm in a sales support or administration role and ideally hold or be working towards CII qualifications.

Basic salary to £25,000, bonus and benefits.