79 Finance Jobs in the North East

looking to welcome our next chapter with a new colleague. Is it you? Established in 1971, Lowes has an unrivalled history of providing Independent Financial Advice to a wide range of people throughout the country. Over the years the company's personal approach to financial planning has helped clients prosper … and Lowes is regularly recognised as one of the UK's top 100 Independent Financial Advisers. Role Requirements: The purpose of this role is to assist in the planning, execution, and monitoring of various projects within Lowes. You will work closely with our Operational Change Manager and cross functional departments more »

continual improve supplier performance. Work in conjunction with MUS Coordinators to identify areas of success and improvement. Attending stakeholder calls. Have an awareness of financial impact relating to performance and compliance. Manage HA stakeholders and attend relevant streetworks meetings as and when required. Sponsor and support new ways of working … Civils & Cabling (both UG and OH) would be beneficial. Ability to provide management to field based teams working remotely A basic understanding of both financial and commercial activities and dependencies. Ability to understand and implement agreed plans which support the needs of the business and support operational effectiveness. The ability … life assurance Access to our staff discount portal Health Cash Plan Cycle to Work scheme Employee assistance programme Recruitment referral scheme Payroll giving Salary finance scheme Inclusiveness As a member of the Disability Confident Scheme we welcome applications from individuals who consider themselves as having a disability or long-term more »

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : IFA Administrator Location : Newcastle Upon Tyne Salary : £25,000 Upwards Benefits : 21 days holidays Health Care Plan Group DIS Pension Auto Enrolment Office Based About the Company : Our client was among the first firms in the North East to achieve Chartered Financial … ethical practice, prioritizing clients' interests in all advice given. Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process. Key Responsibilities : Manage, monitor, and follow up on business submissions until case completion. Develop and maintain in-depth knowledge of top 5 platforms … timely updates to advisers on pending cases. Collaborate with colleagues to answer calls and welcome clients to the office. Requirements : Clear understanding of the financial planning process. Ability to produce professional work to support the advice process. Capacity to work within defined business processes. Good knowledge of investments and pension more »

when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries, Premium Finance Arrangements, and Issuing Cover Notes Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides … business to ensure the client is presented with the most suitable and cost-effective cover Promoting and increasing the use of in-house premium finance, from insurer schemes What were looking for To be successful in the role, you must have the following skills Previous experience in an Account Handler more »