Ifa Administrator Full / Part Time Job in Newcastle upon Tyne, Tyne & Wear. Apply for the latest Newcastle upon Tyne, Tyne & Wear jobs in Accounting/Financial/Insurance.
Ifa Administrator Full / Part Time Job in Newcastle upon Tyne, Tyne & Wear
Job Description
A highly successful and well-established IFA Firm have an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle. They pride themselves on the personal service they provide and are extremely client focused. The role is full-time and office-based however, candidates looking for part-time hours will be considered.
Supporting two Advisers, the role is complex and responsibilities will include:
· Process new business
· Deal with investments – ISA’s, unit trusts, pensions/transfers bonds, fund switches and encashments
· Produce valuations for various investments
· Deal with corporate clients and the management of their corporate schemes
· Produce comparisons and quotations then process applications for protection products
· Client liaison via telephone queries
· Liaising with third-party providers
· Monitoring compliance records
Qualifications
· Industry qualifications whilst recognised, are not essential
Candidate Requirements
· Must be an experienced IFA Administrator and have supported Advisers previously
· Have knowledge across all main product areas including Pensions, Investments and Protection
· Possess competent IT skills
· Ideally have experience with Iress
· Excellent interpersonal skills, both written and verbal
· Accurate with good attention to detail
· Able to manage their time effectively
Benefits:
· Mon-Fri 9-5
· 21 holidays (plus stats and off at Xmas, increases after 3 years)
· DIS after qualifying period
· Bonus
· Study support plus exam reward
Job Type: Permanent, Full Time
Location: Newcastle upon Tyne, Tyne & Wear
Category: Accounting/Financial/Insurance
City: Newcastle upon Tyne
County: Tyne & Wear
Country: United Kingdom
Salary: £21000 – £22000/annum
Benefits:
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