Back to Job Search

Administrator

About the role

One of the most respected household names in Financial Planning and Wealth Management are looking to add to their Operations team in Newcastle City Centre.

Whether you’re an experienced Financial Administrator, or a recent graduate, we are keen to speak with candidates who would like to work for a financial institution whose centuries of success speaks for itself.

As a Financial Administrator, you will be assisting with producing and collating information for client reports and be involved in valuing clients’ investment portfolios and statements.

This role is offered on a 6-month fixed term contract, working 35 hours a week (Monday - Friday) in their modern Newcastle office.

You will:

  • Manage client reporting projects

  • Support data reconciliations and help with distributing electronic data

  • Collaborate and liaise with other departments within the business

  • Answer queries on client reports

About you:

  • Experience dealing with large volumes of data

  • Be organised, meticulous and have fantastic attention to detail

  • Excellent Excel skills

  • You will have a great understanding of the financial services sector

What’s in it for you:

  • 6-month fixed term contract at a prestigious financial institution

  • Salary of £22,000

  • 25 days annual leave plus 8 bank holidays

  • Income protection plan

  • Fully supported career development

  • Annual travel ticket loan

  • Share incentive plan

  • Electric vehicle scheme

We are looking to speak with people who are keen to challenge themselves and develop their career.

To apply, click the apply now button and one of the team will be in touch!

Similar Jobs

View All Jobs
Compliance Administrator
Newcastle upon Tyne£26,000Permanent

Job Title: Compliance Administrator Location: Newcastle city centre (Hybrid working available after probation) Salary: £26,000 - £29,000 (depending on experience) Required Skills: Experience in com...

Receivables Administrator
Bury£24,000 - £25,000 Permanent

Our client, a leading business gas supplier in the commercial sector, is seeking a Receivables Administrator to join their Finance team. This is a fantastic opportunity to join a very motivated and...

Contracts Manager
Tyne and Wear£70,000 - £85,000Permanent

We are partnering with a leading construction firm in the North East seeking a Contracts Manager to join their dynamic team and oversee the successful delivery of diverse construction projects. Com...

People Services Advisor
Carlisle£25,528Permanent

Are you looking to be part of a lovely supportive organisation and People team? We are looking for a People Advisor to join our client in Carlisle on a permanent basis reporting into the Head of Pe...

Virtual Executive Assistant (Part Time)
Newcastle upon Tyne£30,000Permanent

Are you looking to put your PA skills to use in a Virtual role? Our Newcastle based client have an opportunity to join their business as a Virtual Executive Assistant covering a period of maternity...

Admin/Post Completion Support
Whitley Bay£24,000Permanent

We are working with an established client in North Tyneside who are looking for administration / post completion support to join their team. Established in North Tyneside over 100 years ago, our cl...