Ifa Administrator Job in NE1, Newcastle upon Tyne, Tyne & Wear. Apply for the latest NE1, Newcastle upon Tyne, Tyne & Wear jobs in Accounting/Financial/Insurance.
Ifa Administrator Job in NE1, Newcastle upon Tyne, Tyne & Wear
Job Description
The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.
Key Responsibilities
* Diarising events throughout the business cycle.
* Producing new business packs and preparation for client meetings.
* Producing client portfolio review information and presenting this with meeting packs.
* Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
* Liaising with providers and clients as required
What's on offer?
* flexi working – 1 day from home
* 25 days holiday + bank holidays
* excellent career progression opportunities
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
* Previous experience administration experience within a Financial Planning firm
* Previous experience using platforms and back office systems is advantageous
* Professional communication manner, both written and verbally
* Methodological approach and attention to detail
* Any Financial Services qualifications are desired
What’s next?
Apply 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 your specific 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, IFA, Financial Planning, Financial Planner, Financial Advisory, Business Support, Financial Administrator, Financial Advice, Financial Advisor, Financial Adviser
Job Type: Permanent, Full Time
Location: NE1, Newcastle upon Tyne, Tyne & Wear
Category: Accounting/Financial/Insurance
City: Newcastle upon Tyne
County: Tyne & Wear
Country: United Kingdom
Salary: £25000 – £30000/annum
Benefits:
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