Paraplanner Work, Jobs in Hartlepool, Dur (with Salaries)

Financial Services Administrator
North Wealth Management —South Tyneside
- £25,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Organisational skills
Quick apply
9d

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Financial Services Administrator

North Wealth Management
South Tyneside

Quick apply

Job details

Full-time
£25,000 - £35,000 a year
9 days ago

Benefits

Company pension

Qualifications

Financial planning
Computer literacy
GCSE
Administrative support experience
Microsoft Office Suite
Administrative experience
Organisational skills
Computer skills
Financial services
Communication skills
Office experience

Full job description

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:

Company pension

Education:

GCSE or equivalent (required)

Work Location: In person

Quick apply

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