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If you are a competent IFA Administrator, who would love to be part of a small, truly client-centric business, where you’ll find a warm and inviting culture, then read on…Based in North Tyneside (with excellent transport links), our client requires an additional talented, IFA Administrator, to work alongside two Paraplanners, supporting 3 Advisers, across investments, pensions and mortgages.This is a full-time position, office based (some flexibility, if required) where your responsibilities will include:-
- First point of contact for clients
- Providing administrative support to advisers and paraplanners before and after client meetings
- Supporting clients through the financial planning process
- Obtain and process client documents
- Liaising with providers for updates
- Updating back-office system (Intelliflo)
- Working with various platforms and cashflow tools
Candidate Requirements:
- Must be an efficient and competent IFA Administrator
- Possess excellent IT skills (Microsoft Office), Intelliflo would be advantageous, not essential
- Superb interpersonal and communication skills - understands how to build relationships with clients
- Good literacy and numeracy skills with a high degree of accuracy
- Ability to work independently, under pressure and to deadlines
- Attention to detail and problem-solving skills
- Willing to learn and develop
- Strong organisational skills
- Ability to multi-task and prioritise work
- Proactive task management
- Excellent time management skills
- Proactive, team player with a 'can do’ attitude, genuinely invested in the success of the company
Benefits:
- Hours: 9-5
- Holidays: 31 days (close at Xmas)
- Pension 5%
- Study Support (if desired)
- Flexible working environment
- Other: Team building and monthly wellbeing days
