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IFA Administrator

Premier Jobs UK Limited
Job LocationNewcastle Upon Tyne
EducationNot Mentioned
Salary£21,000 - £25,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This IFA Administrator job in Newcastle is seeking an experienced individual to provide support to their local Financial AdvisorsIn your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including:

  • Taking phone calls and handling appropriately
  • Corresponding with clients via written and verbal
  • Processing new business
  • Preparing client review packs
  • Arranging client meetings and managing the Financial Advisor’s diary
  • Maintain accurate client records
IFA Administrator Requirements
  • You must have experience as an Administrator within a financial planning firm
  • Experience of using Intelligent Office and Platforms is desirable
  • An understanding of model portfolios and DFMs is desirable
The CompanyThis national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart oftheir actions and a robust compliance approach.IFA Administrator Benefits
  • Salary of £21,000 - £25,000 depending on experience and qualifications
  • Monday to Thursday, 9am - 5pm and Friday, 9am - 4pm
  • 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension
  • Office based role
LocationsNewcastleLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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