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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!

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