£18,000 - £22,000 plus benefits + bonus
An opportunity has arisen to join a successful IFA firm in Newcastle. This is an opportunity to join a highly successful IFA firm as a support function to the IFA's working in the Private Wealth sector.
As a Financial Services administrator within this firm, you will provide full administrative support to the regulated advisors in the offices, and liaise with 3rd party product providers, clients and other colleagues.
Applicants must be experienced providing administrative duties within a Financial Services environment (IFA, Wealth Management Firm, Product Provider) across Investments and Pensions and they will ideally have experience in using 1st software (Avelo, Iress) although this isn't a necessity as full training will be provided.
Ideally you will hold relevant industry qualifications although this isn't a necessity if you have specific experience in this role. You will however be given full support to attain these qualifications.
This is an excellent opportunity to join an ambitious, forward thinking and friendly office on a competitive basic salary and with genuine career progression. There is also a fantastic annual bonus paid too. There is free on site parking and the office is close to the metro stations so easily commutable from across the area.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.