Senior / IFA Administrator

New Yesterday

Benefits: Hours: 37 with hybrid working Holidays: 23 plus Bank Holidays and Xmas Pension DIS Private Health Insurance Bonus Study support Free parkingRole:As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. This is a full-time position offering flexibility and hybrid working.This isn't just any Financial Services firm. They are building something more ambitious; a modern, progressive wealth firm where financial planning isn't about products, it's about people. About purpose. About long-term impact. All backed by a team that values independent thinking, continuous learning and deep, meaningful client relationships.You'll be part of an experienced team that genuinely cares, in a business that's growing, however still retains a 'family feel'.Responsibilities will include:- Maintain and update client records and databases Handle client enquiries and ensure a high level of customer service is delivered Schedule and manage appointments for financial planners Provide administrative support to the teamCandidate Requirements:• Must be an accomplished IFA Administrator• Proficiency in MS Office and ideally, Intelliflo (IO)• Excellent communication and interpersonal skills• Strong organisational and multi-tasking abilities• Adopts a pro-active approach to problem-solving
Location:
Newcastle Upon Tyne
Job Type:
FullTime
Category:
Administration

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