Senior / IFA Administrator

Benefits:

Hours: 37 with hybrid working

Holidays: 23 plus Bank Holidays and Xmas

Pension

DIS

Private Health Insurance

Bonus

Study support

Free parking

Role:

As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. This is a full-time position offering flexibility and hybrid working.

This isn't just any Financial Services firm. They are building something more ambitious; a modern, progressive wealth firm where financial planning isn't about products, it's about people. About purpose. About long-term impact. All backed by a team that values independent thinking, continuous learning and deep, meaningful client relationships.

You'll be part of an experienced team that genuinely cares, in a business that's growing, however still retains a 'family feel'.

Responsibilities will include:-

Maintain and update client records and databases

Handle client enquiries and ensure a high level of customer service is delivered

Schedule and manage appointments for financial planners

Provide administrative support to the team

Candidate Requirements:

• Must be an accomplished IFA Administrator

• Proficiency in MS Office and ideally, Intelliflo (IO)

• Excellent communication and interpersonal skills

• Strong organisational and multi-tasking abilities

• Adopts a pro-active approach to problem-solving