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.
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
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!