IFA Administrator
other jobs NJR Recruitment
Added before 6 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- Full Time, Permanent
- £28,000 - £30,000 per annum
Job Description:
IFA Administrator
Newcastle
Salary: £28,000- £30,000
We are currently recruiting for an experienced IFA Administrator to join a busy and growing Wealth Management team in Newcastle. This is a fantastic opportunity to support Financial Advisers and play a key role in delivering a high-quality client experience within a fast-paced financial services environment.
The Role
You will provide comprehensive administrative support to Advisers and senior leadership, ensuring the smooth processing of new business, client servicing, and ongoing projects.
Key Responsibilities
*Process new and top-up business submissions across provider platforms, ensuring full compliance requirements are met
*Maintain and update back-office systems, uploading all relevant documentation
*Manage transactions including fund switches, purchases, sales, and client payments
*Support ongoing platform migration projects, including asset transfers
*Arrange client annual review meetings and prepare meeting packs
*Assist Advisers with gathering client information and documentation ahead of meetings
*Liaise with providers and platforms to progress cases and obtain updates
*Handle inbound calls and support wider office functions where required
*Contribute to ad hoc projects and team initiatives
About You
*Minimum 3 years’ experience within the IFA or financial services sector
*Strong experience working with provider platforms and new business processing
*Excellent communication skills, both written and verbal
*Highly organised with the ability to prioritise workload effectively
*Strong attention to detail and accuracy
*Confident working independently and within a team environment
*Good IT skills with the ability to learn new systems quickly
Why Apply?
*Join a supportive and collaborative team
*Gain exposure to a wide range of financial services processes and projects
*Opportunity to develop within a growing business
*Varied role with strong career progression potential
Apply today via NJR Recruitment or call quoting the reference NJR16599
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Newcastle
Salary: £28,000- £30,000
We are currently recruiting for an experienced IFA Administrator to join a busy and growing Wealth Management team in Newcastle. This is a fantastic opportunity to support Financial Advisers and play a key role in delivering a high-quality client experience within a fast-paced financial services environment.
The Role
You will provide comprehensive administrative support to Advisers and senior leadership, ensuring the smooth processing of new business, client servicing, and ongoing projects.
Key Responsibilities
*Process new and top-up business submissions across provider platforms, ensuring full compliance requirements are met
*Maintain and update back-office systems, uploading all relevant documentation
*Manage transactions including fund switches, purchases, sales, and client payments
*Support ongoing platform migration projects, including asset transfers
*Arrange client annual review meetings and prepare meeting packs
*Assist Advisers with gathering client information and documentation ahead of meetings
*Liaise with providers and platforms to progress cases and obtain updates
*Handle inbound calls and support wider office functions where required
*Contribute to ad hoc projects and team initiatives
About You
*Minimum 3 years’ experience within the IFA or financial services sector
*Strong experience working with provider platforms and new business processing
*Excellent communication skills, both written and verbal
*Highly organised with the ability to prioritise workload effectively
*Strong attention to detail and accuracy
*Confident working independently and within a team environment
*Good IT skills with the ability to learn new systems quickly
Why Apply?
*Join a supportive and collaborative team
*Gain exposure to a wide range of financial services processes and projects
*Opportunity to develop within a growing business
*Varied role with strong career progression potential
Apply today via NJR Recruitment or call quoting the reference NJR16599
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.
Job number 3629368
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Company Details:
NJR Recruitment
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