Senior financial administrator Work, Jobs in Peterlee, Dur (with Salaries)

Senior IFA Administrator
WPS Advisory —Newcastle upon Tyne
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
7d
Senior Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
- APIs
MIS & Compliance Administrator
Tyneside Training Services Limited —Killingworth
- £27,000 - £29,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Organisational skills
- Free parking
Quick apply
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
Regional Administrator
HC-One - Central Support —Darlington
- £40,000 a year
- Microsoft Office
- Administrative experience
- Travel
Quick apply
3d
Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
Administrator
Hill Care —Stockton-on-Tees
- £13.10 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
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Senior Analyst: Application Support
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
Project Manager
Rehlko —Sunderland
- Full-time
- Project management
- Travel
- Organisational skills
- Employee assistance programme
19h

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Senior IFA Administrator

WPS Advisory
Newcastle upon Tyne

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Job details

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

Benefits

Free parking
Additional leave
Financial planning services
Company pension

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE
Administrative experience
Organisational skills
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

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senior financial administrator jobs in peterlee, dur

Senior IFA Administrator

Senior Administrator: Data

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