As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. This is a full-time position offering flexibility and hybrid working.

This isn’t just any Financial Services firm. They are building something more ambitious;  a modern, progressive wealth firm where financial planning isn’t about products, it’s about people. About purpose. About long-term impact. All backed by a team that values independent thinking, continuous learning and deep, meaningful client relationships.

You’ll be part of an experienced team that genuinely cares, in a business that’s growing, however still retains a ‘family feel’.

Responsibilities will include:-
·        Maintain and update client records and databases
·        Handle client enquiries and ensure a high level of customer service is delivered
·        Schedule and manage appointments for financial planners
·        Provide administrative support to the team