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Permanent

Senior / IFA Administrator

Newcastle Upon Tyne
money-bag 28000.00-28000.00 Annual
Posted 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 ..... full job details .....

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