IFA Administrator
- Newcastle Upon Tyne, Tyne And Wear
- £17,500 - £19,500 per annum, pro-rata
- 13 applications
- Job type: Contract, full-time
- Date:
- Reference: 21174318
-
Duration: 6 months (initially)
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Our Client is a Financial Services organisation specialising in the provision of Wealth Management services to both individuals and businesses throughout the UK. It is looking to recruit an experienced Investment & Pensions Administrator in the Newcastle office. This will be on a fixed term contract for 6 months with the possibility of this being extended.
The purpose of the role is to provide a Administrative support to the Branch Manager and members of the Sales Management team. General duties to include processing of all new business applications (life assurance, pensions and investments) and liaising with clients and product providers. Ensuring all relevant details are recorded accurately on to the systems and policy documents are issued accordingly. The role will be based on front of house reception and will involve meeting and greeting clients and covering switchboard.
Candidates should possess proven communication skills with the ability to build rapport with Customers, Financial Advisers, the Sales Management team and the Office Administration teams. Candidates must have experience gained within the Financial Services industry and a good basic knowledge of Life Assurance, Pension and Investment products.
Must also be PC literate with experience of using Word and Excel and excellent keyboard skills.
