Back to Job Search


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
Financial Services Administrator
Newcastle upon Tyne£22,600

A well-known financial services organisation based in the Newcastle upon Tyne area, are seeking an Administrator to join their Investments team due to continued success. This role is offered on a f...

Project Support Officer
Newcastle upon Tyne£26,000 (pro rata)

We are recruiting a Project Support Officer for one of our Newcastle-based clients. Working alongside a busy team, this is a supportive role working within a busy department who thrive on working c...

Admin Assistant
Manchester£19,000 - £21,500

Our client is an award-winning law firm with a national presence. They are looking to add an admin assistant to their Business Support Team in their Manchester Office. This opportunity is offered t...

Personal Assistant
up to £30,000

A well- established North East business are looking to welcome a PA into their friendly Northumberland office, to provide support to their executive team. This role is offered on a permanent basis,...