Senior Finance Administrator

The Opportunity Are you an experienced Financial Services professional looking to join one of Newcastle’s premier Wealth Management firms? We are seeking a Senior Finance Administrator to provide high-level technical support to a busy team of Financial Advisers. This is a pivotal role within a firm known for its prestige, client-first approach, and commitment to staff development. Whether you are an experienced Administrator looking to transition fully into Paraplanning, or an established Paraplanner looking for a more senior, influential role, this is the perfect platform for your career. The Role Supporting a portfolio of HNW (High-Net-Worth) clients, you will ensure that the advice process is seamless, compliant, and technically sound. Key Responsibilities: * Technical Support: Assisting Advisers in the preparation of complex suitability reports across Pensions, Investments, and IHT planning. * Research & Analysis: Conducting whole-of-market research on various financial products and providers using industry-standard tools. * Client Liaison: Acting as a key point of contact for clients, managing queries, and ensuring a "white-glove" service at every touchpoint. * Compliance: Ensuring all files are audit-ready and meet the strict requirements of the FCA. * Onboarding: Processing new business applications and managing the end-to-end "Letter of Authority" process. * Mentorship: Providing guidance to junior members of the administrative team to ensure operational excellence across the Newcastle office. About You To succeed in this role, you must have a deep understanding of the UK Financial Services landscape and a passion for technical accuracy. Requirements: * Industry Experience: Essential. You must have experience working within a Wealth Management or Financial Planning environment. * Software Literacy: Proficiency with platforms such as Intelligent Office (IO), Iress, FE Analytics, or Cashcalc. * The "Newcastle" Edge: You are a professional communicator who builds rapport easily with clients and colleagues alike. The Package * Salary: £32,000 – £40,000 (Negotiable based on experience and qualifications). * Culture: A collaborative Newcastle-based team with a focus on work-life balance and local networking. * Benefits: Enhanced pension, private medical insurance, and a generous discretionary bonus. Apply online today or contact Astrid Camacho at Branta Recruitment for more information and a confidential conversation