Admin –


Start date – January 2023

Salary – £22,000

Working Hours – Monday to Friday 9-5pm

Location – Newcastle City Centre

Our client based in the City Centre of Newcastle who are one of the UK’s leading and largest wealth management firms in the UK are looking to add Administrators to their Operations team.

Key Responsibilities:

  • Responsibilities include setting up new accounts and transferring in cash and stock, settling transactions across various markets, applying fees, reconciling cash and stock accounts and providing portfolio valuations.
  • Escalate any issues as appropriate to management in a timely manner
  • Take ownership for your personal and professional development
  • Carry out all administrative duties in line with the clients procedures.
  • Identify continuous improvements in working practices.
  • Provide an excellent client service, delivering in line with expectations and keeping all stakeholders updated
  • Contribute to a positive working environment, demonstrating the values
  • Provide support to other team members as required and carry out other relevant duties as required from time to time


  • Previous Admin experience in financial services environment
  • Strong numeracy, analytical and problem-solving skills
  • Strong Microsoft Office skills
  • The ability to cope in high-pressure environments
  • Ability to work independently and as part of a team
  • Adaptability to change
  • Professional and effective written and oral communication skills
  • Excellent attention to detail, maintaining accuracy
  • Client-focused and positive can-do attitude
  • Organised and able to prioritise workloads with effective time management skills

Successful candidates must be able to pass a Credit Check and Criminal Background check.

Apply today!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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