IFA Administrator

4729749
  • Job type

    Permanent
  • Location

    Newcastle under Lyme
  • Working Pattern

    Full-time
  • Specialism

    Financial Services Operations
  • Industry

    Banking & Financial Services
  • Pay

    To c£30,000 + benefits

IFA Administrator: To c£30,000 + benefits: Newcastle-under-Lyme

Your new company

An excellent opportunity has arisen within a highly reputable, well-established and growing IFA firm for an experienced financial services administrator. The company has a strong team culture, a supportive working environment, very good working conditions.

Your new role

Providing administrative support to advisers and their clients to ensure high standards of service. This will include a broad range of responsibilities dealing with all aspects of financial planning administration, liaising with product providers, chasing up outstanding information, assisting advisers to prepare for client meetings, uploading information accurately on back-office systems, being a key point of contact for clients for administration enquiries and queries.

What you'll need to succeed

Proven experience of working in financial planning administration, preferably gained within an IFA practice, a good understanding of administrative processes, experience of using back-office systems, excellent communication, organisational and time-management skills, strong attention to detail.

What you'll get in return

In addition to a highly competitive basic salary and benefits package, this is a great opportunity to join a growing company with good long-term prospects, where your contribution will be valued and rewarded.

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Apply for this job

Talk to Linda Leon, the specialist consultant managing this position

Located in Manchester, 4th Floor, City Tower, Piccadilly PlazaTelephone 0161 236 2622
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