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IFA Administrator

2 months ago

Newcastle upon Tyne, United Kingdom Finlink Ltd Full time

IFA administrator, Newcastle

Hybrid

Up to £32,000

Are you an experienced IFA administrator that is looking for a new challenge? If so, this exciting new opportunity might be just what you’re looking for. This role will be focused on providing support to the advisory team in their efforts to provide exceptional service to both existing and prospective new clients.

You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There is a culture of collaboration and support providing you with the opportunity to progress within a thriving and successful business.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Newcastle office.

The Role

You’ll be working closely with the Client Service Team Manager to assist the firm’s advisory team and the roles responsibilities will be varied. You might be involved in preparing client reports or meeting packs. You could be assisting with obtaining information from third party providers relating to policy details, fund information or necessary documentation. You may be assisting with the preparation of review documentation and/or annual suitability reports, as well as addressing any system-generated tasks.

Benefits

  • Salary - up to £32,000 (depending on experience)
  • Private medical insurance
  • Healthcare cash plan
  • Group income protection.
  • Group life assurance (4 x basic annual salary)
  • Group pension scheme, 5% employer contribution, 3% employee contribution
  • Discretionary company bonus award opportunity
  • 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)

If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator