Financial Services Administrator - Newcastle upon Tyne, United Kingdom - EGRecruiting

EGRecruiting
EGRecruiting
Verified Company
Newcastle upon Tyne, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Benefits:


  • Mon-Fri 9 21 holidays (plus stats and off at Xmas, increases after 3 years)
  • DIS after qualifying period
  • Bonus
  • Study support plus exam reward

Role


A highly successful and well-established IFA Firm has an immediate requirement for an additional, experienced IFA Administrator, to join their existing team in Newcastle.

They pride themselves on the personal service they provide and are extremely client focussed. The role is full-time and office based, working out of new, modern offices.

Supporting two Advisers, the role is both complex and challenging


Responsibilities will include:

  • Process new business


  • Deal with investments

  • ISA's, unit trusts, pensions/transfers bonds, fund switches and encashments
  • Produce valuations for various investments
  • Deal with corporate clients and the management of their corporate schemes
  • Client liaison via telephone queries
  • Liaising with third party providers
  • Monitoring compliance records

Qualifications

  • Industry qualifications whilst recognised, are not essential
  • Must be an experienced IFA Administrator and have supported Advisers previously
  • Have knowledge across all main product areas including Pensions, Investments and Protection
  • Possess competent IT skills
  • Excellent interpersonal skills, with excellent written and verbal abilities
  • Accurate with good attention to detail
  • Able to manage their time effectively
  • The individual will have the opportunity to study and progress further, if desired

Job Types:
Full-time, Permanent


Salary:
£21,000.00-£26,000.00 per year


Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Bonus
scheme


Work Location:
One location


Reference ID:
EGR/10777
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