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Join a Dynamic Financial Planning TeamLocation: SunderlandHybrid working Reference Number: 9644
We’re looking for a proactive and organised individual to join a supportive and fast-paced financial services team in Sunderland. This role is integral to delivering excellent outcomes for clients by supporting advisers and relationship managers with high-quality administrative service.
About the RoleIn this position, you will play a key part in managing client documentation, coordinating meetings, and maintaining accurate records. You’ll be the first point of contact for client queries, whether by phone, email, or in person, helping to ensure a seamless experience throughout the client journey.
Working closely with financial advisers, paraplanners, and client relationship managers, you’ll help manage client portfolios by maintaining up-to-date records, preparing review packs, and processing new business applications. This is a highly collaborative role that demands attention to detail, excellent communication skills, and a commitment to service excellence.
Key ResponsibilitiesClient and Office Administration
- Prepare and process new client documentation, including ID and financial details for AML/KYC checks
- Maintain up-to-date and compliant client records using our CRM system
- Handle client enquiries and direct them appropriately
- Schedule client meetings and manage adviser diaries
- Manage data entry, document filing, and general record upkeep
- Draft and send client correspondence such as summaries and follow-up letters
General Office Support
- Maintain a welcoming office environment and greet clients as needed
- Assist with office tasks including mail handling, supply ordering, and meeting room setup
- Support the coordination of internal events, training, and team meetings
Review Preparation & New Business Processing
- Help prepare client review documentation and financial planning materials
- Liaise with providers to gather information for policy updates, fund switches, and new applications
- Ensure smooth handling of policy transactions and any associated paperwork
Learning and Development
- Participate in training sessions to build understanding of financial services and compliance
What We’re Looking ForCore Competencies
- Strong attention to detail and time management
- Clear and professional communication skills
- A proactive, team-oriented attitude
- Willingness to learn and adapt in a dynamic environment
- Sound IT skills and comfort with CRM systems
Desirable Experience
- Office-based administration experience
- Exposure to financial products and services
- Customer service and call/email handling experience
- Familiarity with financial CRMs and data entry
Qualifications
- No formal qualifications required - just a willingness to learn and grow
Benefits
- Starting salary of up to £28,000
- 25 days annual leave + 1 well-being day
- Company pension scheme
- Death in Service cover
- Enhanced leave policies
- Study support for relevant qualifications
If you're looking to grow your career in financial services administration and want to be part of a forward-thinking team, we’d love to hear from you.
This is an excellent opportunity for someone looking to kick-start their career in client account management within the financial services sector. If you are eager to develop your skills and contribute to a supportive, dynamic team, we encourage you to apply!
To apply, please send across your CV
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sunderland on an IFA Administrator role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
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