Financial Planning Administrator
Newcastle
Role Overview
An established UK financial advisory business is seeking a Client Servicing Administrator to provide administrative and operational support to financial advisers and clients. The role sits within a collaborative administration team and focuses on delivering a high standard of client service, maintaining accurate records, and supporting ongoing client relationships.
The successful candidate will be highly organised, detail-oriented, professional, and comfortable managing multiple priorities in a regulated environment.
Key Responsibilities
Client & Adviser Support
- Provide ongoing administrative support to financial advisers and clients within a shared team structure.
- Manage client and third-party queries professionally and in line with internal procedures.
- Ensure requests and actions are completed accurately and within agreed service standards.
- Assist with onboarding new clients and maintaining client records.
- Prepare client correspondence, forms, and supporting documentation.
- Coordinate and schedule client review meetings through to completion.
Administration & Operations
- Maintain accurate client and plan records across internal systems and CRM platforms.
- Support invoice generation and fee administration processes.
- Assist with ad hoc projects and operational initiatives.
- Work collaboratively across teams to support wider business objectives.
Compliance & Governance
- Handle confidential and sensitive information appropriately and in accordance with data protection requirements.
- Follow internal compliance procedures and escalation processes.
- Report potential operational or compliance issues where appropriate.
- Complete required training and maintain awareness of relevant regulatory standards.
Skills & Experience
Essential
- Strong administrative and organisational skills.
- High attention to detail and accuracy.
- Confident written and verbal communication skills.
- Ability to manage workloads and prioritise effectively.
- Proficient in Microsoft Office applications.
- Professional and discreet approach to handling confidential information.
- Team-oriented mindset with a proactive approach to problem-solving.
Desirable
- Previous experience in an administrative or client support role.
- Experience within financial services, wealth management, or professional services environments.
- Familiarity with CRM or back-office systems.
Personal Attributes
- Professional and client-focused.
- Reliable and adaptable.
- Able to work independently and collaboratively.
- Comfortable working within structured processes and deadlines.
- Positive attitude with a willingness to learn.
What we do
Bayford Hale is a specialist recruitment and executive search firm focused on Wealth Management, Asset Management, Family Office, and Financial Planning sectors across the UK, Europe, and the Middle East. We partner with clients to identify and secure high-calibre talent through a consultative, relationship-driven approach built on discretion, market expertise, and long-term partnerships.