Job Overview
North Wealth Management is an established independent financial planning practice based in Cleadon. We are looking for a friendly, organised and reliable Financial Services Administrator to join our small and supportive team.
Previous financial services experience is not essential – full training will be provided. We are happy to consider candidates with good general administration or office experience who are looking to develop a career within financial services.
The role
Working closely with our advisers and paraplanners, you will provide administrative support and help ensure our clients receive an efficient and professional service.
The role will include:
- Preparing client documentation and meeting packs
- Assisting with new business and ongoing client servicing
- Liaising with pension, investment and other financial providers
- Maintaining accurate client records
- Assisting with client reviews
- Preparing correspondence and general office administration
- Dealing with clients by telephone and email
- Following up outstanding information and keeping tasks on track
About you
We're looking for someone who:
- Is organised and has excellent attention to detail
- Has good written and verbal communication skills
- Is confident using IT and Microsoft Office
- Can manage their own workload and work well as part of a small team
- Has a professional and friendly manner
- Is keen to learn and develop their knowledge of financial services
Location: Cleadon Village, South Tyneside, between South Shields and Sunderland.
Closing date: Sunday 20 September 2026
We may interview suitable candidates before the closing date, so early applications are encouraged.
To apply, please submit your CV through Indeed. We would also welcome a short covering note explaining why you are interested in the role and what you feel you could bring to our team.
Pay: £25,000.00-£35,000.00 per year
Benefits:
Education:
- GCSE or equivalent (required)
Work Location: In person
