Administrative Role in Financial Services

4 hours ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom NJR Recruitment Full time

We are seeking an experienced IFA Administrator to join our client, a market-leading firm of Independent Financial Planners. As an IFA Administrator, you will play a crucial role in supporting the financial planning team, maintaining accurate records, and preparing reports as required.

Your key responsibilities will include assisting in the preparation of client proposals, facilitating meetings, and maintaining accurate records of client interactions. You will also provide administrative support to the financial planning team, including maintaining accurate records and preparing reports as required.

To succeed in this role, you will need excellent communication skills, both written and verbal, and be able to work effectively as part of a team. You will also have a keen eye for detail and be able to prioritize tasks to meet deadlines.

The salary for this role is estimated at up to £28,000 per annum, reflecting the company's commitment to investing in their employees.

  • Job Type: Full-time
  • Salary: Up to £28,000 per annum
  • Location: Newcastle under Lyme/Hybrid Working


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