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Wealth Management Financial Administrator

Job in Newcastle-under-Lyme, Staffordshire, ST5, England, UK
Listing for: Perspective Financial Group Ltd
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Job Description & How to Apply Below
A financial services firm in Newcastle Under Lyme is seeking a Financial Administrator to provide high-quality administrative support and serve as the key contact for client inquiries relating to pensions and investments. The role involves day-to-day administration of Wealth Management, managing client correspondence, and ensuring compliance with firm procedures. The ideal candidate should be experienced in Financial Planning, have excellent communication skills, and a positive team player attitude.

This position offers multiple benefits and a competitive salary depending on experience.
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