• Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £24000 - £32000 per annum + benefits, exam support, training, parking

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

IFA Administrator
County Durham
£22,000 - £30,000 + excellent benefits package, exam support, training free parking, flexible working

A successful wealth management organisation in County Durham are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team. The role is varied but some of the key responsibilities of the role are:

* Sending out and chasing Letters of Authority with external providers
* Gathering information from providers, ensuring it is all correct and then putting the information into a presentable tables and documentation
* Taking on analytics and critical yield calculations
* Compiling preparation information for all client meetings with the Advisors
* Requesting Wealth Accounts and Investor Returns
* Sending regular updates and professional correspondence to clients
* Creating performance comparison graphs and cost and charges calculations.

The ideal candidate for thus role will have:

* Financial Services support experience is a must for this role
* Ideally some experience will be in directly supporting financial planners but candidates from other areas such as pensions, compliance, stockbroking and investment management will also be considered
* You must be extremely organised and be able to prioritise your working day and week
* You will need to be a quicker learning, be comfortable asking for assistance when needed and have a strong attention to detail
* You must be comfortable, professional and articulate on the telephone and be able to influence providers and other stakeholders
* Finally you must have a good energy about you, a strong work ethic and positive "can do" attitude

A competitive salary, flexible benefits package and a fantastic working environment are on offer.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.