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Permanent

IFA Administrator

Newcastle Upon Tyne
money-bag 28000.00-28000.00 Annual
3085439305
Posted 3 days ago

IFA Administrator - Whole of Market Wealth Firm, Newcastle An Opportunity for an Experienced IFA Administrator Seeking More Variety and Market Exposure. A well-established, whole of market financial advice firm in Newcastle is looking to appoint an experienced IFA Administrator to support its new business focused IFA''s. Salary up to £33,000 + hybrid working 3 days in the office and 2 form home. This role will appeal to administrators who enjoy working across multiple provider platforms, value technical variety, and want to be part of a busy, professional advice environment where no two cases look the same. Unlike restricted models, this firm operates on a whole of market basis - offering broad product access and diverse planning solutions. For an administrator, this means greater exposure, wider platform knowledge and more interesting day-to-day work. Responsibilities include: Processing new business and top-up submissions across a range of provider platforms, ensuring full compliance requirements are met Updating back-office systems and maintaining accurate documentation records Managing fund switches, purchases, sales and client payment requests Supporting asset migration activity, including platform transfers Liaising directly with providers and platforms to track and progress cases Booking annual review meetings and preparing client meeting packs Assisting Advisers in gathering documentation and information ahead of client meetings Why This Role May Appeal

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