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Permanent

IFA Administrator

Newcastle Upon Tyne
money-bag 30000.00-30000.00 Annual
3209317671
Posted 4 days ago

Join a Modern, Fast Growing and Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced IFA Administrator to join their Newcastle regional offices. This is an outstanding opportunity for an experienced Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities: Managing the end-to-end new business administration process Processing new business accurately ..... full job details .....

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