Ifa Administrator - Newcastle upon Tyne, United Kingdom - Switch Recruitment

Switch Recruitment
Switch Recruitment
Verified Company
Newcastle upon Tyne, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations.

Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team.


Responsibilities:


  • Providing administration and planning support to Financial Planners and a professional service to new and existing clients
  • Undertake client valuations and preparing documentation ahead of client reviews
  • Liaising with insurers / providers for new business quotations and updating software accordingly
  • Ensuring all client records are kept up to stand and all relevant checks etc are completed


In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus full flexibility around home / office working.


Job Types:
Full-time, Permanent


Salary:
£25,000.00-£30,000.00 per year


Benefits:


  • Company pension
  • Flexitime
  • Life insurance
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Performance bonus

Ability to commute/relocate:

  • Newcastle upon Tyne, Tyne and Wear: reliably commute or plan to relocate before starting work (required)

Work Location:
In person
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