Financial Administrator

🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Darlington
TYPE
Full-time
LEVEL
Associate
CATEGORY
Administrative
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Client Correspondence Financial Administration Microsoft Office Diary Management New Business Processing Compliance Organisational Skills Communication Skills

FULL DESCRIPTION

Financial Administrator - [Employer hidden — sign up to reveal]

We have a fantastic vacancy for a Financial Administrator to join our busy Darlington Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

  • Office: [Employer hidden — sign up to reveal]
  • Location: Darlington
  • Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
  • Salary: Competitive dependant on experience and qualifications. Available upon request.

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

  • Good working knowledge of IO and Platform.
  • Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
  • Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
  • Management and prioritising workloads.
  • Excellent planning, organisational and multi-tasking abilities.
  • Analytical and problem-solving skills.
  • Flexibility/adaptability to cope with change.
  • Excellent communication skills at all levels.
  • A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

  • Client correspondence, written and verbal.
  • Processing New Business.
  • Preparation of client review packs.
  • Arranging client meetings and managing the Adviser’s diary.
  • Illustration requests.
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Taking phone calls, enquiries and requests, and handling them where appropriate.
  • Back-office support.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

Sign up free — access 45,000+ UK sponsor-licensed jobs