At a Glance
- Tasks: Support financial planners by processing new business and preparing client reports.
- Company: Reputable financial services firm in Newcastle Under Lyme.
- Benefits: Gain valuable experience in a supportive team environment.
- Why this job: Join a dynamic team and enhance your skills in the financial sector.
- Qualifications: Previous experience in an IFA environment is essential.
The predicted salary is between 25000 - 35000 £ per year.
A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme.
The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients.
Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process.
Previous experience in an IFA environment is essential for this role.
We think you need these skills to ace IFA Administrator: Client Reports & Compliance Specialist in Newcastle
Client Service Skills
Report Preparation
New Business Processing
Compliance Knowledge
Attention to Detail
Communication Skills
Organisational Skills
