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about 1 month ago
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Financial Administrator


Womble Bond Dickinson LLP
Salary: Competitive
Location: Newcastle
Job type: Permanent
Contact: Kim Southway
Category: Admin Jobs
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Financial Administrator – Newcastle

We're currently looking for an experienced Administrator to join our Investment and Pensions team based in our Private Wealth Business group. This is a permanent, full time position based in our Newcastle office.

Who are Womble Bond Dickinson Wealth?

A collaboration of lawyers, accountants, financial advisors and tax specialists, the Womble Bond Dickinson Private Wealth team have built a solid reputation for providing creative legal and tax solutions, financial planning and investment advice to a wide range of clients. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. 

For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible. For you, it means a breadth of experience, development opportunities and an environment that is hard to replicate in a more specialist field. 

Where will you be working?

Our Financial Administration team within Investments and Pensions, now have a great opportunity for a Financial Services Administration to join them in Newcastle. The Investments and Pensions team advise a wide variety of clients, both corporate and private. The corporate advice extends to financial planning for executives, shareholders and businesses and advice relating to corporate pensions and employee benefit schemes. For our private clients, we offer financial planning advice to high net worth individuals, working closely with our legal and tax colleagues, which allows a holistic approach to ensure our clients maintain and grow their wealth.  

What will you be doing?

As a Financial Services Administrator you have a crucial role to play in supporting our Analysts and Advisors by taking responsibility for the implementation of their investment advice to our clients. This will involve you liaising with stock brokers, banks and other third party organisations, valuation preparation, placing deals, assisting with queries and requests on client/matter files, supporting administration with regard to client affairs, producing and preparing reports and assisting fee earners.

What are we looking for? 

Ideally you'll have experience in Financial or Administration. This is a busy team so you'll need to be prepared to work under pressure with a high volume of work. A flexible and adaptable approach is essential, as are excellent IT skills and a strong team ethic. Good communication, both written and verbal and relationship building skills are a must, as is the ability to meet deadlines. We use Microsoft Word, Excel and Outlook, so experience of working with these and bespoke financial packages, in particular intelligent office (IO) would be preferred.

What is in it for you?

We offer a competitive salary along with a flexible benefits package that can be tailored to suit your needs. This could include buying more holiday to go on the holiday of your dreams, buying a bike through our cycle purchase scheme to make your commute to work environmentally friendly and tax-efficient or joining our Christmas savings club to ensure you have the festive expenses covered! In addition, through our Diversity & Inclusion practices and programmes we work hard to ensure that difference is visibly valued and welcomed.

Sound like this could be the career for you? 

Well what are you waiting for, get in touch now! If you have a CV ready and raring to go, the next step would be for you to make an application for the job via our website, don't forget to include a covering letter explaining why you are interested, and what you believe your unique selling points are. 

Don't have a CV together yet? Don't worry, give Kim Southway (Recruitment Advisor) a call (number is on our website) and we can take it from there. We look forward to hearing from you!

If this isn't the role for you (or the right time) why not connect with me on LinkedIn or follow us on Twitter (@WBD_CareersUK) to keep up to date with all of our opportunities.

Financial Administrator – Newcastle

We're currently looking for an experienced Administrator to join our Investment and Pensions team based in our Private Wealth Business group. This is a permanent, full time position based in our Newcastle office.

Who are Womble Bond Dickinson Wealth?

A collaboration of lawyers, accountants, financial advisors and tax specialists, the Womble Bond Dickinson Private Wealth team have built a solid reputation for providing creative legal and tax solutions, financial planning and investment advice to a wide range of clients. Their expertise is highly regarded and ensures that our clients' wealth is protected, now and for future generations. 

For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible. For you, it means a breadth of experience, development opportunities and an environment that is hard to replicate in a more specialist field. 

Where will you be working?

Our Financial Administration team within Investments and Pensions, now have a great opportunity for a Financial Services Administration to join them in Newcastle. The Investments and Pensions team advise a wide variety of clients, both corporate and private. The corporate advice extends to financial planning for executives, shareholders and businesses and advice relating to corporate pensions and employee benefit schemes. For our private clients, we offer financial planning advice to high net worth individuals, working closely with our legal and tax colleagues, which allows a holistic approach to ensure our clients maintain and grow their wealth.  

What will you be doing?

As a Financial Services Administrator you have a crucial role to play in supporting our Analysts and Advisors by taking responsibility for the implementation of their investment advice to our clients. This will involve you liaising with stock brokers, banks and other third party organisations, valuation preparation, placing deals, assisting with queries and requests on client/matter files, supporting administration with regard to client affairs, producing and preparing reports and assisting fee earners.

What are we looking for? 

Ideally you'll have experience in Financial or Administration. This is a busy team so you'll need to be prepared to work under pressure with a high volume of work. A flexible and adaptable approach is essential, as are excellent IT skills and a strong team ethic. Good communication, both written and verbal and relationship building skills are a must, as is the ability to meet deadlines. We use Microsoft Word, Excel and Outlook, so experience of working with these and bespoke financial packages, in particular intelligent office (IO) would be preferred.

What is in it for you?

We offer a competitive salary along with a flexible benefits package that can be tailored to suit your needs. This could include buying more holiday to go on the holiday of your dreams, buying a bike through our cycle purchase scheme to make your commute to work environmentally friendly and tax-efficient or joining our Christmas savings club to ensure you have the festive expenses covered! In addition, through our Diversity & Inclusion practices and programmes we work hard to ensure that difference is visibly valued and welcomed.

Sound like this could be the career for you? 

Well what are you waiting for, get in touch now! If you have a CV ready and raring to go, the next step would be for you to make an application for the job via our website, don't forget to include a covering letter explaining why you are interested, and what you believe your unique selling points are. 

Don't have a CV together yet? Don't worry, give Kim Southway (Recruitment Advisor) a call (number is on our website) and we can take it from there. We look forward to hearing from you!

If this isn't the role for you (or the right time) why not connect with me on LinkedIn or follow us on Twitter (@WBD_CareersUK) to keep up to date with all of our opportunities.


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