Financial Services Administrator

Reed; Newcastle upon Tyne; On-site; GBP 60,000 - 80,000; Part time

Job summary

A reputable financial planning firm is seeking a Part-Time Financial Services Administrator in Newcastle upon Tyne. The role involves supporting financial advisers with key administrative tasks to ensure excellent client service. Ideal candidates will have prior experience in financial services administration, strong organizational skills, and proficiency in Microsoft Office. Flexible working hours and opportunities for growth are offered.

Benefits

Flexible working hours

Supportive team environment

Opportunity for growth

Central office location

Competitive salary

Qualifications

• Previous experience in financial services administration is preferred.
• Strong attention to detail and organizational skills are essential.
• Excellent communication and interpersonal abilities are required.

Responsibilities

• Prepare and process client documentation and correspondence.
• Manage client records and update CRM systems.
• Liaise with providers and clients to support financial transactions.

Skills

Attention to detail

Organisational skills

Communication skills

Interpersonal abilities

Proficiency in Microsoft Office

CRM systems

Job description

Part-Time Financial Services Administrator
Location: Newcastle upon Tyne
Hours: 3–4 days per week (flexible working considered)

Are you an organised and detail-oriented professional looking to contribute to a high-quality financial planning firm? We’re seeking a Part-Time Financial Services Administrator to support our growing team in delivering exceptional client service.

About the Role

You’ll play a key role in supporting financial advisers and paraplanners with administrative tasks, ensuring smooth day-to-day operations and excellent client service.

Key Responsibilities:

• Preparing and processing client documentation and correspondence
• Managing client records and updating CRM systems
• Liaising with providers and clients to support financial transactions
• Assisting with meeting preparation and follow-up
• Supporting compliance and regulatory requirements
• General office administration and team support

What We’re Looking For

• Previous experience in financial services administration (IFA or wealth management preferred)
• Strong attention to detail and organisational skills
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Office and CRM systems
• Ability to work independently and as part of a collaborative team
• A proactive and professional approach to client service

What We Offer

• Flexible working hours (3–4 days per week)
• Supportive and friendly team environment
• Opportunity to grow within a respected financial planning firm
• Central Newcastle office location
• Competitive salary (dependent on experience)