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IFA Administrator, Newcastle. Up to £35,000 plus benefits and bonus.We are working with a well established IFA based in Newcastle who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role. Operating for over 10 years, with 30 staff across 2 locations, you will work in a team of 4, supporting Paraplanners and Financial Advisers. Opportunity to further progress and develop your career within Financial Services is available.
The role:
- Administration and maintenance of client files
- Processing new business applications using various platforms
- Ensuring that financial transactions are completed correctly & compliantly
- Assist with preparing paperwork and research for new & existing client review meetings
- Liaising with product and system providers
- Fee and commission reconciliation
- File audits as required
To 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.
- Customer focused. Ensuring the customer is always provided with the highest possible service.
- Solid working experience of Word, Excel & Outlook. IO experience a distinct advantage.
- Experience working with Quilter Transact and/or Fidelity Platforms is desirable.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.
