IFA Administrator, Newcastle. Up to £32,000 plus good benefits and annual bonus.
We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA.
This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services including exam support.
The role:
*You’ll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers
*Preparing client meeting packs
*General administration and maintenance of client files
*Processing new business applications using various platforms
*Ensuring that financial transactions are completed correctly & compliantly
*Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings
*Liaising with product and system providers
To apply:
*You must have previous experience gained in Financial Services preferably within an IFA.
*Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
*Financial Services exams a distinct advantage (they offer full support towards these)
*Customer focused. Ensuring the customer is always provided with the highest possible service.
*Solid working experience of Word, Excel & Outlook.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.