Senior Associate IFA Client Administrator

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,...

Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment - Outstanding verbal and written communication skills - Excellent telephone manner and ability to deliver an exceptional client-centric service - Superb attention to detail and able to deliver a high standard of work - Able to work independently and...

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. **Responsibilities**: - Providing administration and planning support to Financial Planners and a professional...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:IFA Administrator **Location**: Newcastle Upon Tyne **Benefits**: - 21 days holidays, - Health Care Plan - Group DIS - Pension Auto Enrolment - Office Based **Salary**: £25,000 Upwards **About the Company**: Our client were one of the first firms to achieve Chartered...

About IDEX ConsultingA leading Financial Advisory group in the UK is seeking an experienced IFA Administrator to join their team due to internal progression.Key Responsibilities:Support Financial Advisors in their daily tasks.Diary management and arranging client meetings.Liaising with high net worth clients to deliver exceptional service.Preparing meeting...

Role OverviewWe are seeking an experienced and proactive individual to join our team at IDEX Consulting as a Senior IFA Administrative Support Specialist. This role offers the opportunity to work closely with Financial Advisors, providing exceptional support and ensuring seamless client experiences.Key Responsibilities:Pro-Active Support to Financial...

IFA ADMINISTRATOR NEWCASTLE UNDER LYME / HYBRID WORKING SALARY UP TO £28,000 NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation. An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Stoke on...

Admin Support Role - Competitive SalaryWe are currently seeking an IFA Administrator to join our client's team in Newcastle under Lyme, working from their offices or remotely in a hybrid model. As an IFA Administrator, you will play a crucial role in supporting the day-to-day administration of financial planning services and ensuring compliance with industry...

Are you interested in a career that offers challenge, variety, and opportunities for growth? As an IFA Administrator with NJR Recruitment, you will play a vital role in supporting our client, a well-established firm of Independent Financial Planners.Your key responsibilities will include providing administrative support to the financial planning team,...

IFA ADMINISTRATOR NEWCASTLE UNDER LYME / HYBRID WORKING SALARY UP TO £28,000 NJR Recruitment are currently working with a market leading & National Firm of Independent Financial Planners who have built up and maintained an excellent reputation.An exciting opportunity is now available for an IFA Administrator to join and work from their offices in Stoke on...

NJR Recruitment are currently working with a leading firm of Independent Financial Planners who have established an excellent reputation. This role presents an exciting opportunity for an IFA Administrator to join their team and work from their offices in Stoke on Trent.The successful candidate will be responsible for ensuring that all administrative tasks...

An exciting opportunity to join an established and respected Independent financial advisers based in Newcastle as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...

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...

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Newcastle-Upon-Tyne to join a well-established Financial Advice firm. They offer expert financial planning and tailored wealth management services to individuals, families, and business owners. They provide personal services such as Investment Planning, Inheritance...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

Temporary Ongoing role - Fantastic opportunity for an education organisation **About Our Client**: A great Education and Training organisation, focusing on higher education based in Newcastle are looking to recruit a senior administrator on a temporary ongoing contract. The key responsibilities of the senior administrator will be: - To provide general...

Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Senior Financial Services Administrator to join our Newcastle...

**Senior /Associate Building Surveyor** **Newcastle** **£60,000-£75,000 + Car(/allowance) + Benefits** We are pleased to be supporting the growth of a multidisciplinary commercial consultancy with the appointment of a senior level Building Surveyor for their office in Newcastle. This firm is a multi-office, well established and highly regarded property...

Role Description Responsible for providing exceptional administrative support to clients, financial advisers, and the wider business. Ensure good outcomes are achieved for all clients regardless of their stage with the business. Maintain good communication between clients and colleagues, retrieving client information, documenting all interactions, and...