Ifa Administrator

6 months ago


Newcastle upon Tyne, United Kingdom Laurus Associates Ltd Full time

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, Excel, PowerPoint, Outlook)
- Strong organizational skills with the ability to multitask
- Excellent verbal and written communication skills
- Attention to detail and problem-solving abilities
- Ability to work independently and as part of a team
- Knowledge of office management systems(Intelliflo) and procedures
- Working towards CII Diploma qualifications
- High level of professionalism and integrity

**Salary**: £25,000.00-£29,000.00 per year

**Benefits**:

- Free parking
- Life insurance

Schedule:

- Monday to Friday

**Experience**:

- IFA administration: 1 year (required)

Ability to Commute:

- Newcastle upon Tyne (required)

Ability to Relocate:

- Newcastle upon Tyne: Relocate before starting work (required)

Work Location: In person


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