Financial Administrator
Job Title: Financial Administrator
Location: Newcastle-under-Lyme
Salary: £28,000 - £32,000
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We are seeking an experienced IFA Administrator to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
Whether you are looking for career progression or job security, this could be the ideal role for you!
Responsibilities:
• Liaising with providers and clients on a regular basis
• Maintaining accurate and up-to-date records and documentation
• Ensuring efficient communication within the team and with external stakeholders
• Supporting the financial advisor and paraplanners in processing new business and ensuring smooth operations
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About you:
• 2 years’ experience working in wealth management
• Strong communication skills and the ability to work well with an advisor
• A trustworthy and reliable individual who values integrity and confidentiality
• A people person with a friendly and professional demeanour
• Open to career development opportunities within the industry
• Knowledgeable about pensions, annuities, and a range of financial products
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Key Details:
• Competitive salary package
• Fantastic opportunities for career progression and professional development
• Funding for professional qualifications
• Company pension contribution
• Dental plan
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Apply today and we will be in touch!
Reference: 52511859
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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