Ifa Administrator

4 days ago

Newcastle upon Tyne, United Kingdom Reeves Independent Full time

**About Reeves**

Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams which is why our salaries, training programmes and personal development schemes are among the most competitive in our industry.

**The Role**
- You will be drafting advice for the New Client Team on new business.
- You will be drafting advice reports, fund performance analysis, cost comparison and performance illustrations.
- You will be key in identifying suitable platforms/products to match our clients needs.
- You will be instrumental in the interpretation, gathering and analysis of key data.
- You will be reporting on the standards of client calls.
- You will complete analysis of data and ensure all information is correct.
- You will inputting accurate data in our CRM system.
**Essential Skills and Experience**
- Has up to date knowledge of relevant pension legislation, regulations and technical developments affecting pension administration.
- Experience of working in a client relationship focused, targeted environment.
- Excellent attention to detail and able to work quickly and accurately.
- A-Level qualifications or equivalent.
**Our Offer**
- A competitive salary.
- Industry leading training and development schemes.
- Paid social events.
- Enhanced holiday package.

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£23,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Cycle to work scheme
Schedule:

- 8 hour shift
- Monday to Friday
- No weekends
Work remotely:

- No

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