IFA Administrator/Paraplanner

IFA Administrator/Paraplanner, Newcastle. £30,000-£40,000 plus benefits and bonus.We are working with a well established IFA based in Newcastle who are looking for an experienced IFA Administrator (ideally with some exposure/experience of Paraplanning as well). This is a dual role covering Administration and Paraplanning. This firm is part of a larger group with several offices across the UK.You'll be supporting 2 Advisers alongside 2 Administrators & a Paraplanner.Opportunity to further progress and develop your career within Financial Services is available.

The role:

• Administration and maintenance of client files
• Processing new business applications using various platforms
• Ensuring that financial transactions are completed correctly & compliantly
• Assist with preparing paperwork and research for new & existing client review meetings
• Writing suitability reports
• Undertaking Research and analysis
• Liaising with product and system providers
• Fee and commission reconciliation
• File audits as required

To apply:

• You must have previous experience gained in Financial Services preferably within an IFA.
• Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
• Customer focused. Ensuring the customer is always provided with the highest possible service.
• Solid working experience of Word, Excel & Outlook. IO experience a distinct advantage.
• Experience working with Transact and/or Quilter Platforms is desirable.

For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.