Job description

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Financial Planning Administrator (0577)

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

This role falls within our hybrid working policy. Whilst some flexibility is required, most new full-time employees spend around 3 days in the office and 2 days working from home.


The team

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. 

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.  For you, it means a breadth of experience, development opportunities and an environment that is hard to replicate in a more specialist field. 


The role

As a Financial Planning 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 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.


Who are we?

A Top 100 law firm globally and Top 20 law firm in the UK, Womble Bond Dickinson has more than 400 partners and 1,000 lawyers based across 19 US cities and seven UK cities including a significant presence in London. The firm's reach also extends to Europe where it has strategic partnerships with other law firms in Germany and France.

In the UK, Womble Bond Dickinson advises in excess of 40 FTSE 350 companies, many of the largest businesses in the country, government organisations and wealthy individuals. With a focus on eleven key sectors (Energy & Natural Resources; Financial Institutions; Healthcare;  Insurance, Manufacturing;  Real Estate; Retail and Consumer; Transport, Logistics & Infrastructure; Life Sciences & Pharmaceuticals; Technology and Private Wealth) the firm's experience allows it to build strong relationships and deliver an excellent service to clients.

What makes it great to work here?

We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!  We like and make time for each other enabling us to establish professional relationships that can often become lasting friendships. 

Through our D&I initiatives we create an environment in which difference is valued.  We have a Diversity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for ethnic diversity, LGBTQ+, disabilities, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody).  We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.

As signatories to the Mindful Business Charter, it's important that our people are able to maintain healthy and happy lives, both in and out of work.  We have a number of resources and initiatives designed to support health and wellbeing, including our team of dedicated mental health first aiders.  We recognise that getting the right work life balance is a priority for all of us and we're very happy to talk flexible working, full-time or part-time working patterns.  We also recognise the challenges of relocation and post-pandemic return to the office.

And that's not all, alongside a competitive salary you'll receive a flexible benefits package so you can choose and vary the benefits that matter most to you.


Next steps

If this sounds like your next career move then please get in touch to find out more. No agencies please, we're an in-house recruitment team!

If this isn't the role for you (or the right time) why not connect with us on LinkedIn or follow us on Twitter and Instagram (@WBD_CareersUK) to keep up to date with all of our opportunities.  We also have a Facebook page (

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St Ann's Wharf, 112 Quayside, Newcastle Upon Tyne, UK, NE1 3DX

Meet the recruiter

Kim Southway

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