Financial Services Administrator

This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join
a growing company which has exciting plans ahead!

You would be providing financial
planning administration support to their team of Financial Advisors, who
provide holistic financial planning to clients. The business values the role
you play and recognises your worth in helping the whole team to deliver a
quality service.

As an IFA Administrator, you
will be focused on undertaking efficient administrative support. Your
responsibilities will include:

• Processing and chasing new
  business
• Obtaining illustrations,
  projections and valuations
• Answering and assisting
  with client queries
• Accurately update and maintain
  information on their back office system
• Prepare documents for
  suitability reports
• Liaise with clients and
  providers
• Prepare client meeting
  packs

The business has a strong focus
on allowing their individuals to grow and develop and would openly support your
progression. Due to their growing scale and people focus, they are open minded
to support your development into whichever area you desire, whether that is
into paraplanning, advice, compliance, management etc.  

Financial Services Administrator
Requirements

• You should have experience as an Administrator within a financial services
• Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
• You should be motivated by the prospect of joining a growing business and the exciting change this brings
• The business would be open minded to candidates with administration experience within other areas of financial services, e.g. provider background, mortgages

The Company

This growing IFA firm is
led by highly respected names within the industry, accompanied with the backing
of a private equity firm. They are currently on a rapid growth phase of the
business, with already £4.5bn of AuM, which will continue to grow. They openly
recognise to achieve such success is dependent on having the right people in
the business, as such they are looking to build a strong team of passionate and
skilled team members.

Financial Services Administrator Benefits

• Salary of £26,000 – £32,000
• Plus company benefits including 4x DIS, PMI, Group Income
  Protection, Employee Assistance programme, medicash, 5% pension (company
  matched up to 10%), discretionary bonus of 10% and 28 days holiday + bank
  holidays, rising up to 30 days
• Hybrid working with 60/40 split of office and home working
• 37.5 hours per week
• Excellent career progression, with individual development plans
  shaped around your desired career path

Locations

Newcastle

Call us now on 0208 0044 154 or
click Apply

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