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)