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IFA Administrator

Heat Recruitment
Job LocationNewcastle Upon Tyne
EducationNot Mentioned
Salary20,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice in Newcastle.The firm have consolidated throughout the COVID pandemic and are now looking to grow the business, with this role being a key component to facilitate this expansion. Key responsibilities

  • Processing various investment applications including GIA and ISA contributions, ISA Transfers, and other investment and tax planning applications.
  • Processing online application forms.
  • Sending acknowledgement letters to clients detailing plan details and fees.
  • Inputting application details into Intelliflo Office and adding fees charged.
  • Processing fund switches.
Whats on offer
  • 22 days holiday rising by 1 day per year up to a maximum of 25
  • Profit Related Pay
  • Death in Service - 4 times salary
  • Auto-Enrolment Pension Scheme
Whats nextApply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify yourspecific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support

Keyskills :
Administrative SupportClient ServicesFinancial PlanningWealth ManagementSales Support

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