Financial Planning Client Administrator (Fintech)

Location: Newcastle, United Kingdom. Full-time office attendance is required for the first six months during probation, followed by a hybrid schedule of three days in the office and two days working from home.

Company

UK wealth management firm providing investment management and financial planning advice to private clients.

What you will do

• Provide full administrative support to aligned Financial Planners.
• Build client relationships and maintain regular communication to support positive client outcomes.
• Liaise with operational teams on scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Previous experience in Financial Planning Client Administration.
• Strong knowledge of ISAs, SIPPs, pensions, and investments.
• Strong client service and communication skills.
• Ability to build relationships and organise workload effectively.
• Ambition to develop a career in financial services and willingness to learn.
• Ability to attend the Newcastle office full-time for the first six months, then work on a three-days-office, two-days-home hybrid schedule.

Culture & Benefits

• Structured training programme with Training & Competency oversight.
• Ongoing professional development, studying, and qualification opportunities.
• Collaboration with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, and pension contribution.
• Generous holiday package with the option to purchase additional holiday.
• Shared parental leave and an inclusive workplace supported by employee resource groups.