At a Glance
- Tasks: Manage and administer client portfolios in pensions and personal wealth.
- Company: Leading independent provider of Wealth Management and Pension services.
- Benefits: Competitive salary, hybrid working, and tailored voluntary benefits.
- Other info: Participate in charity events and enjoy a dynamic work environment.
- Why this job: Join a collaborative team and grow your career in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 34000 - 34000 £ per year.
Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH.
The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs.
What's in it for you?
- Competitive salary and benefits package
- Hybrid working arrangement - flexibility to work from home after training
- Opportunities for career growth and professional development
- Collaborative team environment with a chance to learn from experienced professionals
- Access to a variety of voluntary benefits tailored to your needs
- Participation in charity events and social activities
Responsibilities:
- Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients.
- Proactive Support: Collaborating closely with the team to ensure all client needs are met efficiently.
We think you need these skills to ace IFA Administrator in Northumberland
Client Portfolio Management
Financial Services Administration
Pension Management
Wealth Management
Proactive Support
Collaboration Skills
Attention to Detail
