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.

GrowCFO's RECOMMENDED COURSES

Governance and Control (for team members)

Everybody from the CEO to the newest intern plays an important role towards supporting governance and control. During this course participants will learn governance risk management compliance treasury and closing the books.

For more information visit: Courses Overview

Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

For more information visit: Courses Overview

Relationship Building

Relationships are at the heart of everything you do and are a fundamental component of your success. This course will teach you how to build brand new relationships from scratch and apply proven techniques to turn these individuals into your biggest supporters.

For more information visit: Courses Overview

High Performance Teams

During this course participants will learn the nine components of a high-performance finance team: purpose and vision alignment effective leadership thriving culture defined roles teamwork strong performance flexibility adaptability and continuous learning.

For more information visit: Courses Overview

Optimising Processes

During this course we discuss how finance teams can map out simplify and standardize processes and apply Lean Six Sigma principles to reduce waste. We cover automation and outsourcing and how you can benefit from Optical Character Recognition Robotic Process Automation Digital Transformation and Artificial Intelligence.

For more information visit: Courses Overview

Personal Effectiveness

Recent studies show that finance team members with high levels of personal effectiveness earn significantly more than their less-effective counterparts and progress far quicker through their careers. This course teaches you to set priorities organize your time and resources and stay focused on achieving your goals to a high standard.

For more information visit: Courses Overview

Catalyst for Change

You will learn how to deliver a finance transformation implement an ERP system and embed a new accounting system. This course also teaches you how to restructure your business operations overcome resistance to change and create a culture of innovation to drive business performance.

For more information visit: Courses Overview

Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

For more information visit: Courses Overview

Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview