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Permanent

IFA Administrator (Financial Services)

Newcastle Upon Tyne
money-bag 10000-500000 Annual
3087298880
Posted Yesterday

IFA Administrator, Newcastle. Up to £32,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA.This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services including exam support.The role:You''ll be working in a team of Administrators working closely with Paraplanners and supporting a number of AdvisersPreparing client meeting packsGeneral administration and maintenance of client filesProcessing new business applications using various platformsEnsuring that financial transactions are completed correctly and compliantlyBooking client meetings and assisting with preparing paperwork and research for new and existing client review meetingsLiaising with product and system providersTo apply:You must have previous experience gained in Financial Services preferably within an IFA.Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.Financial Services exams a distinct advantage (they offer full support towards these)Customer focused. Ensuring the customer is always provided with the highest possible service.Solid working experience of Word, Excel and Outlook.For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.

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