Finance Administrator

JR United Kingdom; Sunderland; Hybrid; GBP 28,000; Full time

Job summary

A dynamic financial planning firm in Sunderland is seeking a proactive IFA Administrator. This role involves supporting client interactions and ensuring a seamless experience. Ideal for those looking to grow in financial services with a supportive team.

Benefits

Company pension & life cover

Study support

Enhanced leave policies

Hybrid working setup

Qualifications

• No formal qualifications needed, just a can-do attitude and willingness to learn.

Responsibilities

• Support advisers, paraplanners, and client relationship managers.
• Schedule meetings and prepare review packs.
• Process new business and handle client queries.

Skills

Organisational Skills

Attention to Detail

Communication Skills

Customer Service

Job description

Social network you want to login/join with:

Finance Administrator, sunderland, tyne and wear

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Client:

Location:

sunderland, tyne and wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

We’re Hiring – Financial Planning Administrator | Sunderland | Up to £28,000

Location: Sunderland | Hybrid working

Ref: 9644

Are you a proactive and organised individual looking to grow your career in financial services? I'm working with a dynamic, client-focused financial planning firm in Sunderland that’s looking for an IFA Administrator to join their supportive and collaborative team.

What you’ll be doing:

You'll play a key role in delivering a smooth client experience—supporting advisers, paraplanners, and client relationship managers. From scheduling meetings and preparing review packs to processing new business and handling client queries, your work will help keep the client journey seamless and professional.

You’ll enjoy this role if you:

• Are highly organised with great attention to detail
• Enjoy working in a fast-paced, collaborative environment
• Have experience with admin, customer service or financial services
• Want to learn, grow, and contribute to a forward-thinking team

No formal qualifications needed, just a can-do attitude, willingness to learn, and solid IT and communication skills. Benefits include:

• Salary up to £28,000
• Company pension & life cover
• Study support
• Enhanced leave policies
• Hybrid working setup

This is a brilliant opportunity for someone looking to develop in financial planning and client administration.

Interested or know someone who’d be a great fit?

Send your CV or reach out to me directly, I’d love to chat.