IFA Administrator | Client Services & Financial Admin

Bond Recruitment Ltd; Newcastle upon Tyne; On-site; GBP 25,000 - 35,000; Full time

Job summary

A respected national financial advisory firm is looking for an IFA Administrator for their Newcastle upon Tyne office. The ideal candidate will manage client queries regarding pensions and investments, offer back office support, and maintain compliance with firm procedures. Strong communication skills and proficiency in IT software are essential. Experience in a financial advice firm is preferred, and the role necessitates a reliable and professional demeanor.

Qualifications

• Experience working in a Financial Advice firm is advantageous.
• Reliable individual able to manage and prioritise.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Assisting with client reviews and requests.
• Act as the point of contact for client queries.
• Maintain client records and ensure compliance.

Skills

Outstanding communication skills

Analytical and problem solving skills

Proficient in IT and office software

Ability to manage and prioritise workloads

Flexibility and adaptability

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A respected national financial advisory firm is looking for an IFA Administrator for their Newcastle upon Tyne office. The ideal candidate will manage client queries regarding pensions and investments, offer back office support, and maintain compliance with firm procedures. Strong communication skills and proficiency in IT software are essential. Experience in a financial advice firm is preferred, and the role necessitates a reliable and professional demeanor.