Company: Co-Navigate Ltd
Location: Newcastle upon Tyne
Job Description:
Co-Navigate Ltd in Newcastle upon Tyne is seeking an experienced Financial Planning Administrator who is organised, proactive and passionate about providing excellent client service. You will support advisers and paraplanners and help everything run smoothly behind the scenes.
The role involves preparing and processing client documentation, liaising with clients and providers, maintaining records and supporting meetings and reviews while ensuring regulatory compliance.
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Posted: October 11th, 2026