Financial Services Administrator
Reed

Newcastle Upon Tyne, Tyne and Wear
•6 days ago
•No application
About
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?



