IFA Administrator

New Today

9‑Month Fixed Term Contract Newcastle upon Tyne - Office‑Based
Are you an organised, detail‑driven administrator looking to build or strengthen your career within Financial Services? This is a fantastic opportunity to join a high‑performing wealth and investment operations team on a 9‑month fixed term contract, based full‑time in a Newcastle office environment.
This role would suit someone with experience in Financial Services or Wealth Management, or an administrator from a regulated, professional services environment who enjoys working as part of an office‑based team and is keen to develop within the sector.
The Opportunity
You will join a collaborative Asset Services function, playing a key role in the accurate and timely delivery of operational and administrative tasks. The work you do will directly support business operations, mitigate risk, and maintain high standards of data integrity and client service.
This is a fully office‑based role, offering day‑to‑day collaboration and hands‑on support within a well‑established team.
What You'll Be Doing
Producing high‑quality work with a strong focus on accuracy, deadlines, SLAs and operational standards Supporting the maintenance of departmental processes, guides and procedures Assisting with management information (MI), reporting and data integrity Escalating risks, errors or workload challenges to management in a timely manner Gaining a solid understanding of team objectives and how they align with wider business strategy Identifying opportunities for process improvements and operational efficiencies Supporting the delivery of projects and change initiatives where requiredWhat We're Looking For:
Essential
An understanding of the Financial Services sector or a strong interest in building a career within it Excellent attention to detail and organisational skills Strong time management with the ability to juggle competing priorities Confident, professional communication skills with a client‑focused mindset A good level of IT proficiency Analytical thinking and effective problem‑solving skills Adaptability and willingness to embrace changeDesirable
Previous administrative experience within Financial Services, Wealth Management or InvestmentsWhat's In It for You?
Exposure to a highly respected financial services environment Supportive leadership focused on coaching and development The opportunity to work alongside experienced industry professionals A collaborative, progressive and high‑performing team The chance to make a visible impact within an essential operational function
Location:
Newcastle Upon Tyne
Salary:
£29,150 /annum negotiable
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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