IFA Administrator

IFA Administrator, Newcastle

Hybrid

£26,000 - £32,000

This role is for you if you are an Administrator with ideally some experience in a Financial Advisory practice. You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Newcastle office.

The Role

As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.

Benefits

• Salary - up to £32,000
• Death in Service (4 x annual salary)
• Private Medical Insurance provided by Vitality.
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% minimum (company will match up to 10%)
• Discretionary 10% annual bonus based on company performance.
• 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator