Senior / IFA Administrator
2 Days Old
Benefits:
Hours: 37 with hybrid working
Holidays: 23 plus Bank Holidays and Xmas
Pension
DIS
Private Health Insurance
Bonus
Study support
Free parking
Role:
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 isnt just any Financial Services firm. They are building something more ambitious; a modern, progressive wealth firm where financial planning isnt about products, its about people. About purpose. About long-term impact. All backed by a team that values independent thinking, continuous learning and deep, meaningful client relationships.
Youll be part of an experienced team that genuinely cares, in a business thats 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 team
- Location:
- Newcastle Upon Tyne
- Salary:
- £35,000
- Job Type:
- FullTime
- Category:
- Admin, Office, Secretarial & PA