Financial Services Admin / Audio Typist

Recruit UK are working on an excellent opportunity for a Financial Services Administrator / Audio Typist in Newcastle to join a well-established UK Financial Advice firm.

This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.

This role has varied duties encompassing Financial Services administration and audio typing support to the business.

What’s in it for you:

• Competitive Salary: £24k - £28k, dependent on experience
• Office Location: Join our friendly team in the Newcastle offices
• Professional Growth: Opportunities for career progression and study support
• Holidays: 25 days holiday, plus Bank Holidays, increasing with service
• Additional Benefits: Life Assurance, Pension, and Holiday Purchase Scheme

Key Responsibilities:

• Provide administrative support throughout the financial planning client admin journey.
• Audio typing to a high degree of speed and accuracy
• Manage client data correctly on internal CRMs
• Handling client queries
• Reception cover
• Back office support

Skills and Experience Required:

• Experience in supporting Financial Advisers highly desirable
• Confident Audio typist
• Excellent communication skills, both written and verbal
• Strong organisational skills with the ability to manage multiple tasks efficiently
• Proficient in IT and Microsoft Office software packages, including Teams, Outlook, Word, Excel,PowerPoint
• A proactive approach to problem-solving and excellent attention to detail

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Financial Advice firm in Newcastle on an Administrator role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Job Title: Financial Services Administrator

Industry: Financial Services

Location: Newcastle

Salary: £24,000 - £28,000

Job Ref: 9054