IFA Administrator (Financial Services)
Synchronicity Group

Newcastle Upon Tyne, Tyne and Wear
•3 hours ago
•No application
About
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 AdvisersPreparing client meeting packsGeneral administration and maintenance of client filesProcessing new business applications using various platformsEnsuring that financial transactions are completed correctly & compliantlyBooking client meetings and assisting with preparing paperwork & research for new & existing client review meetingsLiaising with product and system providersTo 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.



