Financial administrator Work, Jobs in Wallsend, Twr (with Salaries)

Financial Administrator
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Part-time Transport and Office Administrator
Church and Community Partnership - Tynedale —Hexham
- £15 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Legal Support Administrator
Irwin Mitchell —Newcastle upon Tyne
- Communication skills
- Time management
6d
Apprentice Purchase Ledger Administrator
RAMAGE TRANSPORT —Newcastle upon Tyne
- £16,000 - £24,800 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
Sales Administrator
SUEZ —North Tyneside
- £25,431 - £29,831 a year
- Full-time
- Hybrid work
- Microsoft Office
Legal Administrator/Secretary
NRG —North Tyneside
- £24,000 a year
- Administrative experience
- Typing
- Communication skills
4d
Central Services Administrator
Hay & Kilner —Newcastle upon Tyne
- £23,133 - £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Life insurance
Quick apply
Office Administrator
Fundraise & Recycle Ltd —Sunderland
- £8 - £13 an hour
- Part-time
- Microsoft Excel
- Travel
- Organisational skills
- Free parking
- Sick pay
Quick apply
2d
Purchase Ledger
Cairn Group —Newcastle upon Tyne
- Full-time
- Hospitality
- Hotel
- Hotel experience
- Free parking
- Employee assistance programme
Quick apply
3d
INVOICING ADMINISTRATOR CLERK
ROCHFORDS GARAGES —Durham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
9d
Accounts Receivable Administrator
J Barbour and Sons —South Shields
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Continuous improvement
- Free parking
- Store discount
Quick apply
Recruitment Administrator
Greggs —Newcastle upon Tyne
- £14,475.60 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
6d
Care Home Administrator
Springfield Care Sunderland Limited —Houghton le Spring
- £13.69 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
6d
Insurance Finance Administrator
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Office Administrator
Holcim —Gateshead
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Employee discount
Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
3d
Administrator: Data
Norton Rose Fulbright —Newcastle upon Tyne
- SQL
3d
Associate Administrator
Alexander Mann Solutions (AMS) —Newcastle upon Tyne
- Full-time
- Organisational skills
- Financial services
- Communication skills
Resourcing & HR Administrator
Lookers —Newcastle upon Tyne
- £27,000 a year
- Full-time
- Hybrid work
- Human resources
- Communication skills
- Annual leave
Quick apply
4d
Electrical Contracts Manager (Renewables)
Thrift Energy —Newcastle upon Tyne
- £40,000 - £45,000 a year
- Full-time
- System design
- Analysis skills
- Project management
Quick apply
3d

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financial administrator jobs near wallsend, twr

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

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