IFA Administrator

EGRecruiting Ltd is seeking an experienced IFA Administrator to join their team in North Tyneside. As a key member of the regional office, you will provide high-quality administration and support services to high net worth clients, enabling the Advisers to focus on client relationships.

• Prepare comprehensive information packs for client meetings
• Obtain information from providers and prepare client valuations
• Input client information into the back-office system
• Record tasks and ensure client history is up-to-date
• Collate documentation and ensure New Business packs are complete
• Liaise with product providers and commission department to resolve queries
• Provide regular updates to Advisers and clients
• Be the main point of contact for client administration queries
• Deal with client and provider correspondence
• Ensure client files are compliant

• 35 hour week with hybrid working
• 25 days holiday (increasing to 30)
• Pension (matched to 7.5%)
• DIS x4
• Income protection (75% of salary)
• Access to free financial advice
• Interest free season tickets loans, eye care and childcare vouchers
• Shopping discounts (holiday, gym and high street retailers)
• Flexi-benefits
• Career development opportunities

• Accomplished administrator with extensive experience in an IFA firm
• Outstanding verbal and written communication skills
• Excellent telephone manner and ability to deliver exceptional client-centric service
• Superb attention to detail and ability to deliver high-quality work
• Able to work independently and demonstrate initiative
• Organised and able to manage workflows to timescales
• Enthusiastic, energetic and a team player
• Uphold strong values - honesty, integrity and maintain confidentiality
• Proficient in Microsoft Office, particularly Outlook, Word and Excel
• Intelliflo (IO) experience desirable

Qualifications: R01/other desirable, not essential