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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.
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