IFA Administrator

$30,382 - $34,179 yearly
  • CV Library
  • Newcastle upon Tyne, Tyne & Wear
  • Mar 22, 2024
Permanent Location: Office

Job Description

We have a fantastic vacancy for an IFA Administrator to join our clients busy Newcastle Upon Tyne Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Office: Newcastle Upon Tyne Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours) Salary: £24,000 - £27,000 DOE Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare. Specific Responsibilities This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to: * Client correspondence, written and verbal. * Processing New Business. * Preparation of client review packs. * Arranging client meetings and managing the Adviser’s diary. * Illustration requests. * Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. * Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. * Taking phone calls, enquiries and requests, and handling them where appropriate. * Back-office support. Due to the nature of the business, the role may also include additional responsibilities considered reasonable Role Requirements You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. You will also be skilled in, or have the ability to learn: * Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. * Good working knowledge of IO and Platform. * Confidence with IT and office software packages including Teams, Outlook, Word and Excel. * Management and prioritising workloads. * Excellent planning, organisational and multi-tasking abilities. * Analytical and problem-solving skills. * Flexibility/ adaptability to cope with change. * Excellent communication skills at all levels. * A team player with a positive attitude In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $30,382 to a maximum of $34,179. In British Pounds it has a minimum of £24,000 to a maximum of £27,000. In Australian Dollars it has a minimum of $46,232 to a maximum of $52,010.


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