Job Title: Financial Administrator
Location: Newcastle-under-Lyme
Salary: £28,000 - £32,000
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We are seeking an experienced IFA Administrator to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
Whether you are looking for career progression or job security, this could be the ideal role for you!
Responsibilities:
- Liaising with providers and clients on a regular basis
- Maintaining accurate and up-to-date records and documentation
- Ensuring efficient communication within the team and with external stakeholders
- Supporting the financial advisor and paraplanners in processing new business and ensuring smooth operations
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About you:
- 2 years' experience working in wealth management
- Strong communication skills and the ability to work well with an advisor
- A trustworthy and reliable individual who values integrity and confidentiality
- A people person with a friendly and professional demeanour
- Open to career development opportunities within the industry
- Knowledgeable about pensions, annuities, and a range of financial products
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Key Details:
- Competitive salary package
- Fantastic opportunities for career progression and professional development
- Funding for professional qualifications
- Company pension contribution
- Dental plan
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Apply today and we will be in touch!