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Date Added: Thu 04/12/2025

Financial Services Administrator

Newcastle Upon Tyne, UK
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Company: REED

Job Type: Permanent, FullTime

Salary: £29,150 per annum, Inc benefits

Job Title: Administrator – Financial Services (12-Month FTC)

Location: Newcastle City Centre (Office-Based)Salary: £29,150 per annumHours: Monday to Friday, 9:00 AM – 5:00 PMContract: 12-Month Fixed Term Contract

About the Role

We are recruiting on behalf of a leading financial services organisation seeking several Administrators to join their operations team. This is an excellent opportunity to work within a dynamic environment, supporting core operational and administrative processes that ensure accuracy, compliance, and exceptional client service.

Key Responsibilities

  • Process and maintain accurate data across core systems, ensuring fee structures and adviser charges are correctly reflected.
  • Prepare fee calculations and raise invoices for clients and providers.
  • Liaise with third-party providers to obtain valuations and complete instructions.
  • Monitor and track instructions through to completion, escalating issues where necessary.
  • Ensure all work meets agreed SLAs and operational standards.
  • Uphold regulatory and compliance requirements, including adherence to company policies and conduct rules.

What We’re Looking For

  • Previous experience in wealth management administration would be preferable, however will consider other financial services administration experience.
  • Strong attention to detail and ability to manage conflicting priorities.
  • Excellent communication skills (written and verbal) with a client-focused approach.
  • Proficiency in IT systems and strong analytical/problem-solving skills.
  • Ability to work independently and collaboratively within a team.
  • Positive, adaptable attitude and willingness to learn.

Why Join?

  • Work in a professional, supportive environment in the heart of Newcastle.
  • Gain valuable experience within a reputable financial services organisation.
  • Competitive salary and structured working hours.

Interested? Apply today to take the next step in your career!

Apply Now