Financial administrator Work, Jobs in Newcastle Upon Tyne, Twr (with Salaries)

Financial Administrator
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Receptionist / Financial Services Administrator
Leazes Quadrus Financial Planning Ltd —Washington
- £25,000 a year
- Full-time
- Hybrid work
- Salesforce
- English
- Administrative experience
- Free parking
- Sick pay
Quick apply
3d
Finance Administrator
Renal Health Limited, Chase Park Neuro Centre, Whickham —Newcastle upon Tyne
- £17.50 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Access
- Free parking
Quick apply
22h
Insurance Finance Administrator
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Operations Administrator
Gilligan Engineering Services Ltd —Prudhoe
- £28,000 - £32,000 a year
- Full-time
- Microsoft Office
- Supervising experience
- In-person
- Free parking
Quick apply
Victim & Witness Support Services Administrator
Northumbria Police —Newcastle upon Tyne
- £12,723 a year
- Mentoring
- Organisational skills
- Leadership
- Work from home
- Employee discount
5h
People Support Team Leader
Greggs —Newcastle upon Tyne
- Up to £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Events Coordinator
Dakota Hotels —Newcastle upon Tyne
- £32,000 a year
- Weekend availability
- Hospitality
- Computer literacy
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
7d
Senior Payroll Administrator
Cintra HR & Payroll Services —Newcastle upon Tyne
- £31,750 - £36,250 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Mentoring
- Employee assistance programme
Quick apply
Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme
Public Health Management Support Administrator
Durham County Council —Durham
- £28,142 - £31,022 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Oracle
- Annual leave
5d
Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
5d
Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
14d
Payroll Administrator
Cintra HR & Payroll Services —Newcastle upon Tyne
- £26,250 - £31,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Communication skills
- Employee assistance programme
Quick apply
Apprentice Finance Assistant
Skills North East —Gateshead
- Full-time
- Microsoft Excel
- Communication skills
Senior Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
- APIs
14d
Clinical Team Administrator
Tees, Esk and Wear Valleys NHS Trust —Chester-le-Street
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
7d
Team Administrator
Tees, Esk and Wear Valleys NHS Trust —Bishop Auckland
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
7d
Home Administrator
HC-One - Eastbourne House —Whitley Bay
- £14.61 - £15.11 an hour
- Full-time
- Microsoft Office
- Organisational skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
12d
Senior Associate Client Administration
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Financial services
Quick apply

I want to receive the latest job alerts for financial administrator in newcastle upon tyne, twr

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near newcastle upon tyne, twr

Data Administrator jobs in Newcastle Upon Tyne

Service Administrator jobs in Newcastle Upon Tyne

Financial Administrator jobs in Newcastle Upon Tyne

Finance Assistant jobs in Hexham

Administrator jobs in Newcastle Upon Tyne

Payroll Administrator jobs in Newcastle Upon Tyne

Event Coordinator jobs in Newcastle Upon Tyne

Senior Administrator jobs in Newcastle Upon Tyne

Service Administrator jobs in Kent

Service Administrator jobs in Farnborough

French Speaking Customer Service jobs in London

Service Administrator jobs in Finsbury Park

Service Administrator jobs in Milton Keynes

Remote Customer Service jobs in Luton Lu4

Administrator jobs in Bracknell

Public Health jobs in Newcastle Upon Tyne

Public Health Administrator jobs in England

Mental Health Nhs jobs in Scotland

Public Health Administrator jobs in London

Administrator jobs in Southend On Sea

Financial Administrator

Perspective Financial Group
Newcastle upon Tyne

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (North East) Ltd

Job Description

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.

Office Location

Newcastle OfficeNorthumbria House21-23 Brenkley WayBlezard Business ParkNewcastle Upon TyneNE13 6DS

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

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

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

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

Apply Now

Refine Your Search

financial administrator jobs in newcastle upon tyne, twr