Senior Finance Administrator

The Opportunity

Are you an experienced Financial Services professional looking to join one of Newcastle's premier Wealth Management firms? We are seeking a Senior Finance Administrator to provide high-level technical support to a busy team of Financial Advisers.

This is a pivotal role within a firm known for its prestige, client-first approach, and commitment to staff development. Whether you are an experienced Administrator looking to transition fully into Paraplanning, or an established Paraplanner looking for a more senior, influential role, this is the perfect platform for your career.

Supporting a portfolio of HNW (High-Net-Worth) clients, you will ensure that the advice process is seamless, compliant, and technically sound.

• Technical Support:
  Assisting Advisers in the preparation of complex suitability reports across Pensions, Investments, and IHT planning.
• Research & Analysis:
  Conducting whole-of-market research on various financial products and providers using industry-standard tools.
• Client Liaison:
  Acting as a key point of contact for clients, managing queries, and ensuring a "white-glove" service at every touchpoint.
• Compliance:
  Ensuring all files are audit-ready and meet the strict requirements of the FCA.
• Onboarding:
  Processing new business applications and managing the end-to-end "Letter of Authority" process.
• Mentorship:
  Providing guidance to junior members of the administrative team to ensure operational excellence across the Newcastle office.

To succeed in this role, you must have a deep understanding of the UK Financial Services landscape and a passion for technical accuracy.

• Industry
  
  Experience:
  
  Essential. You must have experience working within a Wealth Management or Financial Planning environment.
• Software Literacy:
  Proficiency with platforms such as Intelligent Office (IO), Iress, FE Analytics, or Cashcalc.
• The "Newcastle" Edge:
  You are a professional communicator who builds rapport easily with clients and colleagues alike.

• Salary: £32,000 - £40,000 (Negotiable based on experience and qualifications).
• Culture: A collaborative Newcastle-based team with a focus on work-life balance and local networking.
• Benefits:
  Enhanced pension, private medical insurance, and a generous discretionary bonus.

Apply online today or contact Astrid Camacho at Branta Recruitment for more information and a confidential conversation.