Ifa Administrator

2 weeks ago

NewcastleunderLyme, United Kingdom Heat Recruitment Full time

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 Financial Planners of the business.
**Key Responsibilities**
- Preparation of existing client valuations/files for review meetings
- Processing new business submission for investments, pensions and protection
- Obtaining illustrations and product information from providers

**What's on offer?**
- PMI
- DIS
- pension scheme
- onsite parking

**What’s next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**: Client Services Administrator, Sales Support, Client Support, IFA Admin, Business Support, Wealth Administrator, Financial Planning, Financial Services, IFA, wealth management, Financial Advice, Financial Advisor, Financial adviser

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