IFA Administrator

Responsibilities: - Handle incoming and outgoing correspondence - Assist in the preparation of presentations and documents - Manage filing systems, both electronic and physical - Provide administrative support to clients, directors and team members Qualifications: - Proven experience as an IFA administrator - Proficient in Microsoft Office Suite (Word,...

A highly successful and well-established IFA Firm has 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 clientfocussed. The role is full-time and office based, working out of new, modern offices. Supporting two...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

An exciting opportunity to join an established and respected Independent financial advisers based in Northallerton as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established in 1904. The team is made up from highly qualified...

Candidate Requirements: Must be an efficient and competent IFA AdministratorPossess excellent IT skills (Microsoft Office), Intelliflo would be advantageous, not essentialSuperb interpersonal and communication skills - understands how to build relationships with clientsGood literacy and numeracy skills with a high degree of accuracyAbility to work...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. **Responsibilities**: - Providing administration and planning support to Financial Planners and a professional...

Candidate Requirements: · Must be an experienced IFA Administrator and have supported Advisers previously· Have solid knowledge of Pensions, Investments and Protection· Possess competent IT skills· Ideally have experience of Intellifo (Intelligent Office)· Excellent inter-personal skills, both written and verbal· Accurate with good attention to...

Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment - Outstanding verbal and written communication skills - Excellent telephone manner and ability to deliver an exceptional client-centric service - Superb attention to detail and able to deliver a high standard of work - Able to work independently and...

Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Newcastle which provides a highly personalised financial planning service. **The Opportunity** During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Newcastle which provides a highly personalised financial planning service. **The Opportunity** During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful...

**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 **Role** A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle. They pride...

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Newcastle-Upon-Tyne to join a well-established Financial Advice firm. They offer expert financial planning and tailored wealth management services to individuals, families, and business owners. They provide personal services such as Investment Planning, Inheritance...

**Job Title: Client Administrator** **Industry: Financial Services** **Location: Newcastle-Upon-Tyne** **Salary: Up to £30,000** **Reference Number: 7588** **Job Description: IFA Administrator** Recruit UK are working on an excellent opportunity for a Client Administrator position in Newcastle-Upon-Tyne to join a leading Independent Financial Advice...

Are you an experienced IFA Administrator looking for an exciting opportunity to join an established and respected Independent financial advisers? If so, our client in Newcastle could be a perfect match! This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was...

We are working exclusively with a progressive firm of IFA's with a strong presence in the London and the South East of England who due to recent growth are now looking to recruit a Financial Services Administrator in their office in Newcastle. Your role is to sit within the Client Administration team and to focus on valuations and review meeting...

Must have competent administration skills - Financial Services experience would be highly desirable - Knowledge of IO (Intelligent Office) would be advantageous - Excellent communication skills - Strong literacy and numeracy skills - Computer literate with working knowledge of Microsoft Office - Ability to prioritise and work well under...

Previous experience in Administration, Financial Services experience highly desirable - Knowledge of IO would be advantageous - Excellent communication skills - Strong literacy and numeracy skills - Computer literate with working knowledge of Microsoft Office - Ability to prioritise and work well under pressure **Benefits**: - Hours:36.5 Mon-Thurs...