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

Financial Services Client administrator
MN Consultancy Ltd —Darlington
- £25,420 - £27,000 a year
- Full-time
- CRM software
- Financial services
- In-person
Quick apply
8h
Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Senior Paraplanner
RGH‑Global Limited —Newcastle upon Tyne
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Financial Services Administrator
North Wealth Management —South Tyneside
- £25,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Organisational skills
Quick apply
13d
Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme

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paraplanner jobs near shildon, dur

Financial Services Client administrator

MN Consultancy Ltd
Darlington

Quick apply

Job details

Full-time
£25,420 - £27,000 a year
8 hours ago

Benefits

Company pension
On-site parking

Qualifications

CRM software
Financial Conduct Authority guidelines
Financial planning
Pension
Customer support
Financial services
Customer interaction

Full job description

Financial Services Administrator

A Financial Services Administrator is the central support within a financial advice practice, ensuring clients receive a smooth, professional and well‑managed experience. This is a fast‑paced role involving direct client contact, case progression and coordination with advisers, lenKey Responsibilities

Client communication -Speaking with clients by phone and email, answering queries, providing updates and ensuring they feel supported throughout their financial journey.
Processing new business - Submitting applications, maintaining accurate records and progressing cases in line with FCA requirements.
Handling client queries - Responding promptly and professionally to questions about policies, valuations, mortgage progress and protection cases.
Producing switch letters - Preparing clear, compliant and accurate switch letters for investment or pension changes.
Mortgage application processing - Packaging mortgage cases, checking documentation, submitting applications and liaising with lenders to keep everything moving.
Liaising with solicitors - Coordinating updates, chasing progress and ensuring legal aspects of mortgage and protection cases stay on track.
Producing valuations - Generating investment, pension and policy valuations using provider platforms and internal systems.
Compliance and FCA standards- Ensuring all documentation and processes meet regulatory expectations.

Why This Role Stands Out

You become the main point of contact for clients, helping them navigate mortgages, investments, pensions and protection. You work closely with advisers, paraplanners, lenders and solicitors, gaining exposure to the full financial advice process. Every day is varied, and your work directly shapes the client experience.

Ideal Candidate

Confident communicator with a professional manner
Strong attention to detail
Able to manage multiple tasks in a busy environment
Comfortable using provider platforms and CRM systems
Motivated by helping clients and supporting advisers
Keen to progress within financial services

Progression Opportunities

This role provides a strong foundation for future development into paraplanning, compliance, client relationship management or mortgage administration specialisms.

Pay: £25,420.00-£27,000.00 per year

Benefits:

Company pension
On-site parking

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in shildon, dur

Financial Services Client administrator

Paraplanner (Newcastle upon Tyne)

Senior Paraplanner

Financial Services Administrator

Corporate Financial Planner (Newcastle upon Tyne)

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