IFA Administrator Manager

Taylor James Professional Recruitment LTD
Newcastle Upon Tyne, Tyne And Wear
06 Jul 2017
05 Aug 2017
Contract Type
Full Time

FS Administrator / Adviser Support / IFA Administrator / Newcastle / Permanent / Salary / £22,000 - £28,000 / Study Support

A brand new to market Administrator Manager opportunity has arisen within a market leading Independent Financial Planning firm based in Newcastle.

The opportunity will offer an excellent working environment, dynamic team and market leading salary. Plenty of progression is available for the candidate alongside a top benefits and bonus structure.

The position:

  • Supporting IFAs
  • Managing the Administration team
  • Producing client valuations and meeting packs for client reviews
  • Prompt and compliant submission of new business
  • Managing pipeline business
  • Liaising with high net worth clients & providers
  • Responsible for inputting and reconciling all fees

The Person:

  • Experience in working in a Financial Services environment
  • Managing a team (essential)
  • Adviser Office experience (desirable)
  • Enthusiastic and hard working
  • Professional examinations preferred although not essential
  • Ability to work well in a team
  • Full training and study support is provided

Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity