Financial services Work, Jobs in Sunderland, Twr (with Salaries)

Graduate Scheme - Financial Services
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
Quick apply
Finance Analyst
Adient Seating Ltd —Sunderland
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Free parking
- Store discount
Quick apply
2d
Commercial Finance Analyst
poltronesofà —Sunderland
- Hybrid work
- Employee assistance programme
- Employee discount
Quick apply
Management Accountant
Tritility Limited —Jarrow
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
Accounts Assistant
Quantum Controls Limited —Prudhoe
- £25,000 - £28,000 a year
- Part-time
- Microsoft Excel
- QuickBooks
- Organisational skills
Quick apply
Accounts Assistant
Alpha UK Projects Limited —Newcastle upon Tyne
- £25,500 - £28,000 a year
- Full-time
- No experience needed
- Accounting
- QuickBooks
- Sick pay
Quick apply
Finance Assistant
DFP Services Ltd —Durham
- £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- In-person
- Free parking
Quick apply
11d
Invoicing / Warranty Administrator
Bell Truck and Van —Gateshead
- From £30,000 a year
- Full-time
- Organisational skills
- In-person
- Referral programme
Quick apply
Junior Accountant
United Kingdom —Cramlington
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
Finance Assistant
KCR —Sunderland
- £26,000 - £28,000 a year
- Part-time
Quick apply
Finance Analyst
IPS Corporation —Newcastle upon Tyne
- Microsoft Excel
- Oracle
- ERP systems
Quick apply
Compliance Auditor
Womble Bond Dickinson (UK) LLP —Newcastle upon Tyne
- Hybrid work
- Administrative experience
- Analysis skills
- Organisational skills
Sales Ledger Clerk
HLA SERVICES LTD —Boldon Colliery
- £14.58 an hour
- Part-time
- Analysis skills
- Data entry
- Organisational skills
- Free parking
- Life insurance
Quick apply
3d
Accounts Receivable - Finance Officer - AC4
Parkdean Resorts —Newcastle upon Tyne
- £27,000 a year
- Microsoft Excel
- Analysis skills
- IT
- Store discount
- Employee assistance programme
Quick apply
Part Time Accountant
Rokshaw Laboratories —Sunderland
- £35,000 a year
- Part-time
- Financial services
- In-person
- Free parking
- Flexible schedule
Quick apply
2d
Banking Associate
Nationwide Building Society —Newcastle upon Tyne
- From £26,000 a year
- Full-time
- Customer service
Accounts Assistant
D-ROCK —Cramlington
- £11,000 - £23,000 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Free parking
- Employee discount
Quick apply
Purchase Ledger Clerk (Temp/Perm)
Ladhar Group —Newcastle upon Tyne
- £23,000 - £25,000 a year
- Temporary
- QuickBooks
- In-person
Quick apply
13d
Finance Officer (Pensions)
South Tyneside Council —South Tyneside
- £28,598 - £36,363 a year
- Full-time
9d
Finance Assistant
OpenWorks Engineering —Prudhoe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- Organisational skills
Quick apply

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financial services jobs near sunderland, twr

Graduate Scheme - Financial Services

Reeves Independent
Newcastle upon Tyne

Quick apply

Job details

Full-time | Fixed term contract
£26,500 a year

Benefits

Additional leave
Cycle to work scheme
Company events

Qualifications

Financial planning
Report writing
Analysis skills
Bachelor's degree
Organisational skills
Financial services

Full job description

Want to get some first-hand experience at an award winning financial firm? Ready to kick start your career and earn a competitive graduate wage whilst gaining a qualification in Level 4 Diploma in Regulated Financial Planning?

We are looking for a recent graduate based in the Newcastle area to join our Graduate Scheme, designed for individuals eager to begin a career in financial planning. This opportunity is ideal for someone who is passionate about helping clients achieve their financial goals and is committed to building a long-term career in the financial advice profession.

Please note that this is not a graduate scheme for those seeking a role in accounting or accountancy—our focus is firmly on financial planning and client-facing advisory work.

About Reeves

Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams which is why our salaries, training programmes and personal development schemes are among the most competitive in our industry.

Job Role

You’ll dive straight into the financial services industry with real responsibilities that might include:

Working with advisers to create advice: Learn the knowledge and understanding of financial advice by reading policy information & create the document our adviser will use to present to the client with a summary of their overall advice
Create Suitability Report Documents: Review & ensure advice given is correct by creating a suitability report that will then be sent to the client, with an overview of the advice they have agreed to, including advantages & disadvantages to that advice.
Communicate internally & externally: Certain decisions will be communicated within the business across different teams or in some cases, needing communicated externally, whether it is to clients or other product providers.
Be the first point of contact for clients: Handle incoming calls and queries professionally, providing a warm, helpful experience that reflects our commitment to excellent client service.
Organise adviser schedules: Work closely with advisers to manage their appointments and calendars, ensuring their time is used efficiently and clients are seen promptly.
Deliver outstanding service: Take ownership of the client journey by helping coordinate communication and support, ensuring every client receives a smooth and high-quality experience.

This role will give you a comprehensive view of the industry, setting the stage for a thriving career.

Education Scheme:

Qualification : Level 4 Diploma in Regulated Financial Planning

We’ll support you in passing the following financial services exams:

R01: Financial Services, Regulation & Ethics

R02: Investment Principles & Risk

R03: Personal Taxation

R04: Pensions & Retirement Planning

R05: Financial Protection

R06: Financial Planning Practice.

You’ll dive straight into the financial services industry with real responsibilities, including:

With guidance and revision materials provided, you’ll be set to become Level 4 qualified and prepared for future success.

Basic Information

Contracted Term:

2 years

Salary

Starting salary is £26,500 per annum.

Job Types: Full-time, Fixed term contract
Contract length: 24 months

Pay: £26,500.00 per year

Benefits:

Additional leave
Company events
Cycle to work scheme

Education:

Bachelor's (required)

Location:

Newcastle upon Tyne NE7 7TZ (required)

Work Location: In person

Quick apply

Refine Your Search

financial services jobs in sunderland, twr

Graduate Scheme - Financial Services

Finance Analyst

Commercial Finance Analyst

Management Accountant

Accounts Assistant

Accounts Assistant

Finance Assistant

Invoicing / Warranty Administrator

Junior Accountant

Finance Assistant

Finance Analyst

Compliance Auditor

Sales Ledger Clerk

Accounts Receivable - Finance Officer - AC4

Part Time Accountant

Banking Associate

Accounts Assistant

Purchase Ledger Clerk (Temp/Perm)

Finance Officer (Pensions)

Finance Assistant

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

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