IFA Administrator

  • Location:

    Newcastle upon Tyne, Tyne and Wear

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    market leading benefits

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    Req/547576

  • Published:

    4 months ago

  • Expiry date:

    2020-04-19

  • Start date:

    Negotiable

Financial Services Administrator
Newcastle - city centre
£18,000 - £25,000 (depending on experience and qualifications) + benefits

I am currently recruiting for an experienced Financial Services Administrator position for a top Wealth Management firm based in Newcastle city centre. This firm provide holistic wealth advice to high net worth private clients. This incorporates various Investments, Pensions, IHT and Life advice.

You will provide administrative support to one of the Directors of the business which will include all aspects of pre and posts advice admin, diary management and client correspondence.

The ideal candidate will have previous experience in supporting an IFA or Wealth Consultant and be technically proficient across the full product range. You must be organised, be able to work autonomously and ideally have some industry qualifications with a view to attaining more of these (full support will be given in this respect).

A fantastic salary, excellent 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.

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.