Administrator - Independent Financial Adviser (Ifa)
4 weeks ago
About Us: At Newark Wealth, we pride ourselves on delivering exceptional financial advice and mortgage solutions to our clients. As we continue to grow, we are looking for a skilled Financial Services Administrator to join our dynamic team.
Arranging Client meetings and managing your Financial Planner’s diary.
Meeting and greeting clients.
book meetings, prepare presentations and documents, gather policy information, liaise with providers, submit application forms, keep clients updated.
Help prepare existing client review meetings – e.g., assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations, and other documents as required by the team.
General administration – such as filing, scanning documents, updating spreadsheets, typing, allocating and actioning post, answering the telephone and any reasonable additional duties as needed.
Previous experience in a Financial Planning Administrator role is essential.
Strong computer literacy and proficiency in Word, Excel & Outlook.
Generous employer pension, we pay 8% of your salary into a personal pension for you.
~ Your birthday off as an extra paid holiday, or closest working day
~ Support in career development for those wishing to progress within the company.
~ Full financial support for exams plus paid study leave.
~29 days annual holiday (includes bank holidays) – plus your birthday
~ Social events and fun team days.
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