Financial planning client Work, Jobs in Sunderland, Twr (with Salaries)

Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
5d
Trainee Paralegal
Alpha UK Projects Limited —Newcastle upon Tyne
- £24,500 - £26,500 a year
- Full-time
- English
- Microsoft Office
- Bachelor's degree
- Free parking
Quick apply
5d
Internal Auditor (Financial Services)
Sopra Steria —Newcastle upon Tyne
- Up to £49,000 a year
- Hybrid work
- Travel
- IT
- Financial services
- Annual leave
Digital Marketing Executive
Reeves Group Holdings —Newcastle upon Tyne
- £29,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Financial services
- Bereavement leave
- Sick pay
Quick apply
5d
Buyer
JN Bentley —Durham
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Office
- Analysis skills
Quick apply
3d
Financial Administrator
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Paralegal, Commercial Property
Eventus Recruitment Group —Newcastle upon Tyne
- £26,000 - £32,000 a year
- Call to connect
- Hybrid work
- Travel
- Communication skills
- Annual leave
- Employee discount
Event Delivery Manager
Holdham Group —Durham
- £30,000 - £35,000 a year
- Weekend availability
- Hospitality
- Management
- Microsoft Office
Quick apply
6d
Internal Communications Assistant
Norton Rose Fulbright —Newcastle upon Tyne
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Organisational skills
Leisure Partnership Manager
Northumberland County Council —Morpeth
- £50,269 - £54,495 a year
- Contracts
- Leadership
- Annual leave
Quick apply
3h
Personal Assistant & Office Manager - LDC
Lloyds Banking Group —Newcastle upon Tyne
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
11d
Planning Assistant
United Infrastructure —Washington
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
Quick apply
Project Manager
Ion Industries —Newcastle upon Tyne
- £30,000 - £375,000 a year
- Full-time
- Project management
- Organisational skills
- Time management
Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Business Advisor / Trainer
PNE Group —Newcastle upon Tyne
- £24,800 a year
- Temporary
- Microsoft Office
- Analysis skills
- Bachelor's degree
- Annual leave
Quick apply
Centre Manager
Bupa —Durham
- Full-time
- Management
- Sales
- Microsoft Office
- Gym membership
- Life insurance
Quick apply
7h
Meeting and Events Sales Coordinator
Crowne Plaza Newcastle —Newcastle upon Tyne
- Full-time
- Customer service
- Hotel
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Support Worker
Athena Support —Sunderland
- £13 an hour
- Driving
- In-person
- Annual leave
- Employee discount
Quick apply
13d
Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme
Audio Typist
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Referral programme

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financial planning client jobs near sunderland, twr

Financial Planning Client Administrator

Evelyn Partners -
Newcastle upon Tyne

Quick apply

Job details

Full-time
5 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Organisational skills
IT
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team where you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Location: We're open to offices in Newcastle Upon Tyne, Liverpool, Manchester or Leeds

Hybrid working: Initially will require 6 months full time in office through probation then move onto hybrid pattern of 3 days in office and 2 days working from home.

As a Client Administrator, your responsibilities will include among others:

To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

Proven experience working within Financial Planning / Wealth Management is essential
Experience working within a client support / financial planner support role is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Studying towards an accredited Level 4 qualification preferred but not essential
Strong (verbal and written) communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

financial planning client jobs in sunderland, twr

Financial Planning Client Administrator

Trainee Paralegal

Internal Auditor (Financial Services)

Digital Marketing Executive

Buyer

Financial Administrator

Paralegal, Commercial Property

Event Delivery Manager

Internal Communications Assistant

Leisure Partnership Manager

Personal Assistant & Office Manager - LDC

Planning Assistant

Project Manager

Paraplanner (Newcastle upon Tyne)

Business Advisor / Trainer

Centre Manager

Meeting and Events Sales Coordinator

Support Worker

Corporate Financial Planner (Newcastle upon Tyne)

Audio Typist

I want to receive the latest job alerts for financial planning client in sunderland, twr

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