IFA Administrator (Full or Part-time)

IFA Administrator (Full or Part-time)

EGR/10746

Financial Services

£25,000

  • Mon-Fri 9-5
  • 21 holidays (plus stats and off at Xmas, increases after 3 years)
  • DIS after qualifying period
  • Bonus
  • Study support plus exam reward

31/08/2022

A highly successful and well-established IFA Firm have an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle. They pride themselves on the personal service they provide and are extremely client focussed. The role is full-time and office based however, candidates looking for part-time hours will be considered.

Supporting two Advisers, the role is complex and responsibilities will include:

·        Process new business
·        Deal with investments – ISA’s, unit trusts, pensions/transfers bonds, fund switches and encashments
·        Produce valuations for various investments
·        Deal with corporate clients and the management of their corporate schemes
·        Produce comparisons and quotations then process applications for protection products
·        Client liaison via telephone queries
·        Liaising with third party providers
·        Monitoring compliance records

·        Industry qualifications whilst recognised, are not essential

·        Must be an experienced IFA Administrator and have supported Advisers previously
·        Have knowledge across all main product areas including Pensions, Investments and Protection
·        Possess competent IT skills
·        Ideally have experience of Iress
·        Excellent inter-personal skills, both written and verbal
·        Accurate with good attention to detail
·        Able to manage their time effectively

Are you interested?


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