EGRecruiting is delighted to be recruiting for an experienced IFA Administrator, to join a highly regarded and well-established IFA firm in North Tyneside.
This is a regional office of a national business, where employees are truly valued, supported and rewarded.
General
Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
EGRecruiting is delighted to be recruiting for two Administrators, to join a highly regarded and well-established IFA firm in North Tyneside, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
The role will see you working alongside an experienced IFA Administrator, providing a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
This is a superb opportunity to start your career in Financial Services where full training and support will be provided and you'll benefit from working with highly knowledgeable individuals.
Processing of Weekly Payroll & all associated Payroll administration tasks.
General
The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework.
In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource Administration and provide cover for the Executive Secretary for Monthly Payroll administration.
We are looking to recruit an experienced Data and Compliance Administrator to maintain a robust internal data management system, ensure contractual compliance and administer all training related systems.
Also to support in quality assurance activity.
Role responsibilities and requirements
Administration of data management systems to maintain accurate and compliant data records.