Crm administrator Work, Jobs in Washington, Twr (with Salaries)

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
1d
Internal Sales Administrator
Atlas Copco Group —Washington
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Employee assistance programme
5d
Sales Administrator
Green Energy Advice Bureau —Sunderland
- From £27,255 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
11d
Office Administrator - Term time only
Print Cakes —Sunderland
- Full-time
- Sales
- Customer service
- Administrative experience
- Free parking
Quick apply
11d
Administrator
AMS GROUP —Newcastle upon Tyne
- £28,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
3d
Operations Administrator
Vadella —Wallsend
- Hybrid work
- CRM software
- Customer service
- Microsoft Office
- Free parking
- Annual leave
Quick apply
6d
Sales Support Administrator (International & UK)
Lindy Electronics Lts —Stockton-on-Tees
- £25,000 - £25,500 a year
- Remote
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
4d
Apprentice Finance Assistant
Skills North East —Gateshead
- Full-time
- Microsoft Excel
- Communication skills
Service and Sales Assistant
Yugo —Newcastle upon Tyne
- £13,520 a year
- Part-time
- Customer service
- Communication skills
- Annual leave
12d

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crm administrator jobs near washington, twr

Receptionist / Financial Services Administrator

Leazes Quadrus Financial Planning Ltd
Washington

Quick apply

Job details

Full-time
£25,000 a year
1 day ago

Benefits

Free parking
Company pension
Company events
Sick pay

Qualifications

Salesforce
English
Administrative experience
Organisational skills
Financial services
Typing
Phone etiquette
Communication skills
Certificate in Insurance
Office experience

Full job description

Financial Services Administrator

Leazes Quadrus Financial Planning Ltd

Location: Washington, Tyne & Wear · Hybrid — c.2 days in the office, the rest from home Hours: Monday to Friday, 9:30am – 4:30pm (30 hours per week, one hour unpaid lunch) Salary: £25,000 per annum (equivalent to c.£31,000 full-time) Contract: Permanent Start date: Mid-September 2026

Real hours. Real flexibility. Real pay.

Most financial services administration roles want you in an office, five full days a week. This one doesn't.

9:30 to 4:30, Monday to Friday — school run at both ends. Around two days a week in our Washington office, the rest from home. No evenings and no weekends.

And we're not asking you to trade money for any of that — £25,000 over a 30-hour week works out at £16.03 an hour, which is the top of the market in this region for an administrator, full-time or otherwise.

We've set it up this way deliberately. We think there are experienced, capable people in the North East who stepped away from full-time financial services because the hours or the commute stopped working — not because the work did. If that's you, we'd very much like to hear from you.

About us

We're a successful, well-established financial advice practice based in Washington, looking after £49 million of funds for more than 300 clients.

We're a small but busy office, and we pride ourselves on delivering genuinely good outcomes for our clients — in a relaxed, sociable and friendly working environment. No politics, no open-plan noise, no unnecessary meetings.

Small means small. You would be the administrator, working directly alongside our adviser — not one of six in a back office. That means real ownership of your work and a direct line to the person making the decisions. It also means we need someone we can trust to get on with it.

The role

As our Financial Services Administrator, you'll be responsible for the effective day-to-day running of the practice. It's a wide-ranging and varied role:

Managing client requests from start to finish, and owning ongoing caseloads for multiple clients
Drafting client correspondence and letters for adviser review
Gathering information on behalf of clients from third-party providers — and chasing them when responses are slow
Preparing information and presentation packs ahead of client meetings and annual reviews
Processing new business applications through to completion
Taking incoming calls and making outgoing calls to clients
Managing the adviser's diary
Keeping client records, files and compliance documentation accurate and up to date

If you like ticking one box on a production line, this isn't for you. If you like owning a client's journey from start to finish and knowing it was done properly, it very much is.

Reception cover

Our office has a receptionist, employed by another business in the building. When they're on leave — around six weeks a year — you'll cover front of house from the office: greeting visitors and handling incoming calls, alongside your own work.

What we're looking for

Because you'll be our only administrator, we need someone who can hit the ground running. This is a role for an experienced hand.

Essential:

At least two years' experience in an administrative or support role within an IFA, wealth management or financial planning firm
Confident working independently and managing your own workload without close supervision — you'll be working from home much of the week, so this genuinely matters
Strong written English and grammar — you will be drafting letters that go out to clients
Excellent organisation and attention to detail; the sort of person who notices when something doesn't look right
Strong communication skills, and comfortable with the discretion this work requires
Flexibility to be in the office on additional days to provide the reception cover described above

Desirable:

Experience within a Partner Practice or a national wealth management network
Financial services qualifications (CII, CISI or similar) — welcome, but not required
Experience with Salesforce or a similar CRM

We're recruiting for experience and judgement, not paper qualifications. If you've done this work well somewhere else, we want to talk to you.

What we offer

£25,000 per annum (c.£16.03/hour — top of the regional market)
30-hour week, 9:30am–4:30pm, Monday to Friday
Hybrid working — around two days a week in the office, the rest from home
28 days' holiday including bank holidays
Plus a paid week off over Christmas, when the office closes — not deducted from your allowance
Workplace pension
A relaxed, friendly, low-drama office
Scope for the role to grow, and for your pay to grow with it

Settling in: you'll spend more time in the office during your first few weeks, so you can get to know our clients, our systems and how we work, before settling into the usual hybrid pattern.

To apply

Apply through this advert with your CV and a short covering note telling us about your financial services experience.

We read every application ourselves — there's no HR department here, it comes straight to us.

Job Type: Full-time

Pay: £25,000.00 per year

Benefits:

Company events
Company pension
Free parking
Sick pay

Work Location: Hybrid remote in Washington NE38 7RU

Quick apply

Refine Your Search

crm administrator jobs in washington, twr

Receptionist / Financial Services Administrator

Internal Sales Administrator

Sales Administrator

Office Administrator - Term time only

Administrator

Operations Administrator

Sales Support Administrator (International & UK)

Apprentice Finance Assistant

Service and Sales Assistant

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