Financial Administrator in Newcastle upon Tyne

Financial Administrator in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Perspective Financial Group Ltd

At a Glance

  • Tasks: Provide top-notch admin support and handle client queries about pensions and investments.
  • Company: Join a dynamic team at Perspective Financial Group in Newcastle.
  • Benefits: Enjoy competitive pay, extra holiday for your birthday, and an electric vehicle scheme.
  • Other info: Flexible working hours and a family-friendly policy to support your lifestyle.
  • Why this job: Be part of a supportive environment with great career growth and employee benefits.
  • Qualifications: Experience in administration and excellent communication skills are essential.

The predicted salary is between 30000 - 40000 £ per year.

We have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first‑class service is provided to internal and external parties.

Office: Perspective (North East) Limited

Location: Newcastle

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

  • Electric Vehicle Scheme: Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.
  • Cycle to Work Scheme: Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.
  • Eyecare Support: Designed to help employees stay comfortable and supported when working with display screen equipment.
  • Holiday Purchase Scheme: Gives eligible employees the option to buy up to five additional days of holiday each year.
  • Long Service Awards: Designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.
  • Extra Discount Cards: Give employees an easy way to make everyday spending go further.
  • Family Friendly Policy: Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

  • 25 days holiday
  • Pension
  • Enhanced Parental Pay
  • Life Assurance
  • Learning & Development
  • Employee Referral Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Company No. 6455775 Perspective Financial Group Ltd Lancaster House Ackhurst Business Park Foxhole Road Chorley Lancashire PR7 1NY

Financial Administrator in Newcastle upon Tyne employer: Perspective Financial Group Ltd

Perspective (North East) Limited is an exceptional employer located in Newcastle, offering a dynamic work environment where your contributions as a Financial Administrator will be highly valued. With a strong focus on employee well-being, the company provides a range of benefits including an Electric Vehicle Scheme, Cycle to Work Scheme, and generous holiday options, all designed to support a healthy work-life balance. Additionally, the culture promotes professional growth through learning and development opportunities, making it an ideal place for those seeking meaningful and rewarding employment.

Perspective Financial Group Ltd

Contact Details:

Perspective Financial Group Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Administrator in Newcastle upon Tyne

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Financial Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its values. Familiarise yourself with their services, especially around pensions and investments, so you can show off your knowledge and enthusiasm during the chat.

Tip Number 3

Practice common interview questions related to administrative support and client queries. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Financial Administrator in Newcastle upon Tyne

Administrative Support
Client Communication
Pensions Knowledge
Investment Knowledge
Protection Products Knowledge
Liaising with Product Providers
Office Administration

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in providing high-quality administrative support and any relevant skills that match the job description. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with client queries and office administration, and show us your enthusiasm for joining our Newcastle office.

Be Clear and Concise:When filling out your application, keep your language clear and concise. We appreciate straightforward communication, so avoid jargon and get straight to the point about your qualifications and experiences.

Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we offer at Perspective.

How to prepare for a job interview at Perspective Financial Group Ltd

Know Your Numbers

As a Financial Administrator, you'll be dealing with figures all day. Brush up on your financial terminology and be ready to discuss your experience with pensions, investments, and protection. This will show that you understand the role and can communicate effectively with clients and providers.

Showcase Your Admin Skills

This role requires high-quality administrative support, so be prepared to share specific examples of how you've excelled in similar positions. Think about times when you improved processes or handled client queries efficiently. Concrete examples will make your experience stand out.

Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they measure success in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.

Be Personable and Professional

Since you'll be the point of contact for client queries, it's essential to demonstrate strong interpersonal skills. Practice being friendly yet professional in your responses. A positive attitude can go a long way in making a great impression!