Average Financial Services salary in North East England

Are you an ambitious administrator looking to build a career in financial services? Perhaps you’re already an experienced financial administrator looking to stretch your skills? We are searching for a new administrator to join our thriving and rapidly growing Financial Services group that provides fully independent financial advice for individuals and business owners. Sounds interesting, what’s the package? £28k per annum 25 days annual leave plus bank holidays Enhanced employer pension. So what’s the role? Working from our Stockton or Darlington office you will provide administrative support to Advisors and Paraplanners across the business with some client facing responsibilities on occasions. From supporting the writing of annual reports for clients to recording investments into new products and operating back office systems it’s key you have good attention to detail and are comfortable with finance and numbers. This role is a great first step into the world of independent financial advice, having your CII level 3 certificate would be a huge advantage, however we will also support people to train towards them if they want that career path. Any experience within financial services would also make you a great candidate. Pensions, investments, insurance and banking are all great groundings for the role. Our company is highly regarded from a regulatory perspective, experience of working in regulated or professional service environments would also serve you well. Apply now and tell us why you’d be great!

Independent Financial Advisor - Leamington Spa - Warwickshire Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis! This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch! As a result of a recent acquisition my client is looking an Adviser to look after a substantial client bank in Our client is a progressive, client focused, national firm of Independent Financial Advisers. Who’s aim is to attract like-minded fully qualified Financial Planners, who fit with their friendly culture and share their values of building long-term client relationships, based on mutual trust and respect. If you would like to spend more time with your clients, less time doing admin, we would like to hear from you. In return they offer… Salary up to £60,000 and if you are Chartered up to £80,000Benefits include a staff pension scheme,Car mileage allowance, laptop, phone and low validation for bonus.Totally Independent Financial Advice to your clientsA market leading proposition, using their size and scale to reduce investment costs for their mutual clientsEfficient Administrative, Investment, Risk and Technical support allowing you more time with your clients and offering a better work/life balanceIn-house Discretionary and Advisory Investment Management We have vacancies also in London, Guildford, Hull, Sheffield, Newbury, Blackpool, West Midlands #FinancialAdvisor, #WealthManager, #IFA, #FinancialAdviser

Financial Services Administrator / Paraplanner Location - Horsley, Near Wylam (NE15)Hours - Full time, Hybrid working pattern if required Salary - £28,000 - £32,000 depending on experience Gardner Wealth Management, a St. James's Place Senior Partner Practice near Newcastle is looking to appoint an experienced Financial Services Administrator/Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, your role will include collating client information, research and analysis, preparing suitability letters, illustrations and reports for client meetings, managing cases to completion, and working with internal processing systems. The Role: Financial Services Administrator / Paraplanner You will be a friendly, efficient, and professional point of contact for clients and third parties dealing with general enquiriesYou will assist in producing compliant financial planning reports for our Financial Advisors/Partners to present to clientsYou will be transacting client investments ensuring supporting documentation and back-office systems are updated You will need to ensure that all business is being processed accurately, and client files remain compliant at all timesProcessing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve any queriesSending out letters of authority to companies and chasing up their repliesUsing Salesforce CRM to accurately record all client activity, adhering to compliance guidelines The Practice will support and fund your training and development, offering the opportunity to progress within the SJP Accreditation framework and to advance your career by taking professional qualifications to achieve the Diploma in Personal Financial Services (DipPFS) The Person: Financial Services Administrator / Paraplanner This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys research and analysis, using their initiative and has a "can do" working style. Ideally you will have some previous experience in a Financial Services administrative role If you have already started studying towards your Diploma it would be an advantage, although not essentialYou should be a highly motivated individual who shows initiative and enthusiasmYou should have excellent communication skills, are confident in liaising with third parties and can work with total discretionYou should have strong IT skills and adapt efficiently to new systems St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.