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IFA Administrator
- Newcastle Upon Tyne, Tyne And Wear
- £18,000 - £22,000 per annum
- 18 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21164047
-
Duration: Permanent
Financial Services Administrator
Newcastle
£18,000 - £22,000 basic salary
My client, who are a National Wealth Management firm, are looking to recruit an experienced Financial Services Administrator to work in their Newcastle city centre office to support a successful Independent Financial Advisor within the team.
The role will require someone who has previously worked or is currently working as an Administrator providing support to a regulated Financial Advisor. You will have previously worked within Investments, Pensions and Protection/Life products and have a sound understanding of the processes and regulations that go hand in hand with the position. You will ideally have attained some industry qualification (FPC, CF or equivalent) although if not overall knowledge will be taken into account. In addition to experience, you will also ideally have worked with 1st Advisor software or a similar FS software programme.
In return my client offers a genuinely progressive, successful and friendly working environment where personal development is actively encouraged. You will get exposure to all areas of Private Wealth Management and working closely with the advisor will undoubtedly improve your technical skills too. The salary is extremely competitive and is negotiable depending on experience and qualifications.
This is a fantastic opportunity to join a growing RDR ready business and early application comes recommended as my client are looking to interview this month. For more information or to apply please forward your up to date CV or contact David Elders in the Financial Services team of Search Consultancy Leeds.
Newcastle
£18,000 - £22,000 basic salary
My client, who are a National Wealth Management firm, are looking to recruit an experienced Financial Services Administrator to work in their Newcastle city centre office to support a successful Independent Financial Advisor within the team.
The role will require someone who has previously worked or is currently working as an Administrator providing support to a regulated Financial Advisor. You will have previously worked within Investments, Pensions and Protection/Life products and have a sound understanding of the processes and regulations that go hand in hand with the position. You will ideally have attained some industry qualification (FPC, CF or equivalent) although if not overall knowledge will be taken into account. In addition to experience, you will also ideally have worked with 1st Advisor software or a similar FS software programme.
In return my client offers a genuinely progressive, successful and friendly working environment where personal development is actively encouraged. You will get exposure to all areas of Private Wealth Management and working closely with the advisor will undoubtedly improve your technical skills too. The salary is extremely competitive and is negotiable depending on experience and qualifications.
This is a fantastic opportunity to join a growing RDR ready business and early application comes recommended as my client are looking to interview this month. For more information or to apply please forward your up to date CV or contact David Elders in the Financial Services team of Search Consultancy Leeds.
