Senior Financial Planning Administrator

ZipRecruiter; Newcastle upon Tyne; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated IFA Administrator to join their client-focused team in Newcastle upon Tyne. This full-time role offers a warm and inviting culture where you'll be the first point of contact for clients, providing essential administrative support to advisers and paraplanners. You'll play a crucial role in the financial planning process, ensuring that clients receive top-notch service. With a commitment to professional development, this role offers benefits like study support, a generous holiday allowance, and a matched pension scheme. If you're proactive, detail-oriented, and eager to contribute to a team's success, this is the perfect opportunity for you.

Benefits

26 Holidays, increasing to 30

5% Matched Pension

Study Support

Annual Well-being Day

Flexible Working Options

Qualifications

• Must be an efficient and competent IFA Administrator.
• Possess excellent IT skills and superb interpersonal skills.
• Ability to work independently and under pressure.

Responsibilities

• First point of contact for clients and providing administrative support.
• Liaising with providers for updates and processing client documents.
• Updating back-office system and supporting clients through financial planning.

Skills

Interpersonal Skills

Communication Skills

Microsoft Office

Attention to Detail

Problem-Solving Skills

Organisational Skills

Time Management

Proactive Task Management

Tools

Intelliflo

Cashflow Tools

Job description

Job Description

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 Newcastle upon Tyne (with excellent transport links and free local parking), 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 with 1 day homeworking
• Holidays: 26, increasing to 30 days (close at Xmas), plus stats
• Pension: 5% matched, increasing to 10% matched
• Study Support (if desired)
• Annual Well-being day