Senior administrator Work, Jobs in Benwell, Twr (with Salaries)

Senior IFA Administrator
WPS Advisory —Newcastle upon Tyne
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Organisational skills
- Free parking
Quick apply
Resourcing & Onboarding Administrator
CareTech Group —Gateshead
- £27,101.40 a year
- Full-time
- Hybrid work
- Human resources
- Recruiting
Administration Assistant
St Benet Biscop Catholic Academy —Bedlington
- £22,533 a year
- Full-time
- English
- Administrative experience
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
Senior Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
- Continuous improvement
Payroll Administrator
XPS Pensions Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Data entry
- Employee discount
- Referral programme
MIS & Compliance Administrator
Tyneside Training Services Limited —Killingworth
- £27,000 - £29,000 a year
- Full-time
- CRM software
- Data analysis skills
- Data entry
- Free parking
Quick apply
Business Services Administrator
Northumbria Police —North Tyneside
- Full-time
- Customer service
- Word processing
- Databases
- Employee discount
- Sick pay
1d
Senior Pensions Administrator
XPS Pensions Group —Newcastle upon Tyne
- Full-time
- Microsoft Word
- Computer literacy
- Mentoring
- Employee discount
- Referral programme
4d
Lead People Coordinator
Cora Health —Newcastle upon Tyne
- £33,000 a year
- Full-time
- Hybrid work
- Contracts
- Leadership
- Communication skills
4d
Office Assistant
Dame Allan's Schools —Newcastle upon Tyne
- From £11,797.82 a year
- Part-time
- Administrative experience
- Accounting
- Organisational skills
- Health & wellbeing programme
- Employee assistance programme
Quick apply
11h
Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
- Continuous improvement
Office Manager
TT Electronics plc —Bedlington
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Annual leave
- Employee assistance programme
Insolvency Administrator
Begbies Traynor Group —Newcastle upon Tyne
- Part-time
- Organisational skills
- Communication skills
- Time management
- Employee discount
Project Support - Data centres (Site Based)
Arcadis —Newcastle upon Tyne
- Continuous improvement
- SharePoint
- Communication skills
3d
Senior Analyst: Application Support
Norton Rose Fulbright —Newcastle upon Tyne
- Continuous improvement
- Mentoring
Administrator
Durham University —Durham
- £25,844 - £26,663 a year
- Full-time
- Microsoft Outlook
- Writing skills
- Administrative experience
- Annual leave
- Employee assistance programme
7d
Vice-Principal
Durham University —Durham
- £47,389 - £56,535 a year
- Weekend availability
- Team management
- Mentoring
- Computer skills
- Annual leave
- Employee assistance programme
4d
Cross Site Dental Practice Manager
Tweed Dental Clinic —Newcastle upon Tyne
- £16 - £21 an hour
- Part-time
- Continuous improvement
- Travel
- Recruiting
Quick apply
Senior Consultant/Document Controller Real Estate Digital- UK Wide
Turner & Townsend —Newcastle upon Tyne
- Full-time
- Hybrid work
- No experience needed
- Presentation skills
- Communication skills
Quick apply
7d
People Resourcing Assistant
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Newcastle upon Tyne
- £25,760 - £27,476 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Driving
4d

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Senior IFA Administrator

WPS Advisory
Newcastle upon Tyne

Quick apply

Job details

Permanent | Full-time
£28,000 - £32,000 a year

Benefits

Free parking
Additional leave
Financial planning services
Company pension

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
GCSE
Internal department liaison
Continuous improvement
Organisational skills
Financial services
Communication skills

Full job description

WPS Advisory is a modern financial advice business combining experienced advisers with technology that helps clients better understand and manage their finances. We work with clients across the UK, delivering financial planning that is practical, accessible and built around long term relationships.

Alongside traditional advice, we have invested heavily in technology to improve the way clients engage with their finances. Our LifeStage Money platform allows clients to view their finances in one place, supporting clearer conversations around spending, saving and long term planning. Technology supports our advisers, but relationships remain central to what we do.

Our focus is simple. Provide high quality advice, build strong client relationships and grow the business in a sustainable way.

We are currently seeking to recruit an IFA administrator for a hybrid role in our city centre office .

The Administrator plays a pivotal role in ensuring every client journey is delivered accurately, efficiently and professionally, acting as the central point of coordination between clients, advisers, providers and internal teams. Through excellent organisation, proactive communication and attention to detail, the role helps deliver a seamless client experience while maintaining the highest standards of regulatory compliance.

Key elements of the role:

1. Client administration and service delivery

a. Prepare and issue advice reports, application forms and supporting documentation accurately and efficiently.

b. Prepare documentation for ongoing financial reviews, gathering client and policy information to support advisers.

c. Ensure every client interaction reflects the firm’s commitment to outstanding service and client care.

d. Keep clients informed of the progress of their enquiries and transactions, responding promptly to queries.

2. Case management and implementation

a. Process new business and servicing transactions, including transfers, withdrawals, pension payments, benefit crystallisation events, fund switches and ongoing fee increases.

b. Liaise with providers to ensure recommendations are implemented accurately and without unnecessary delay.

c. Monitor workflows and deadlines, ensuring work is completed within agreed service levels and regulatory timescales, including CETV deadlines.

d. Maintain accurate client records and documentation throughout every stage of the client journey.

3. Operational excellence

a. Manage inbound and outbound correspondence, including telephone calls, emails and post.

b. Work collaboratively with advisers, Client Service Specialists and colleagues to ensure an efficient and joined-up service.

c. Support business projects, continuous improvement initiatives and wider operational activities as required.

d. Identify opportunities to improve processes, efficiency and the client experience.

4. Compliance and governance

a. Ensure all work complies with internal policies, FCA requirements and data protection standards.

b. Handle all client information securely, accurately and confidentially.

c. Maintain high standards of quality, accuracy and attention to detail across all work completed.

Key KPI’s for role:

· Achievement of agreed service level agreements (SLAs).

· Accuracy and quality of client administration.

· Timely completion of client transactions and case processing.

· Client service and satisfaction measures.

· Compliance with FCA and internal quality standards.

Qualifications and experience required:

· Previous experience in an administrative role within a financial advice or financial services environment.

· GCSE (or equivalent) in English and Mathematics.

· Strong working knowledge of Microsoft Outlook, Word and Excel.

· Experience of IO or similar back-office systems would be advantageous.

Key competencies for role:

· Excellent organisational skills, with the ability to manage multiple priorities while maintaining accuracy and attention to detail.

· Strong communication skills, building positive relationships with clients, providers and colleagues.

· Ability to deliver consistently high standards of client service with professionalism and empathy.

· Strong planning and coordination skills, ensuring work is completed accurately and within agreed timescales.

· Proactive and adaptable, with the ability to identify problems, take ownership and support continuous improvement.

· Confident using technology and learning new systems to improve efficiency and service delivery.

· High integrity and commitment to handling confidential information securely while maintaining FCA and regulatory standards.

· Enthusiastic about learning and developing within financial services, with a commitment to continuous improvement.

Job Types: Full-time, Permanent

Pay: £28,000.00-£32,000.00 per year

Benefits:

Additional leave
Company pension
Financial planning services
Free parking

Work Location: In person

Quick apply

Refine Your Search

senior administrator jobs in benwell, twr

Senior IFA Administrator

Resourcing & Onboarding Administrator

Administration Assistant

Senior Administrator: Data

Payroll Administrator

MIS & Compliance Administrator

Business Services Administrator

Senior Pensions Administrator

Lead People Coordinator

Office Assistant

Administrator: Data

Office Manager

Insolvency Administrator

Project Support - Data centres (Site Based)

Senior Analyst: Application Support

Administrator

Vice-Principal

Cross Site Dental Practice Manager

Senior Consultant/Document Controller Real Estate Digital- UK Wide

People Resourcing Assistant

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