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Senior IFA Administrator

  • Salary: £24000 - £28000 per annum
  • Location: Newcastle upon Tyne, Tyne and Wear
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Oct 2017
  • Job reference: 29752

My client is a highly respected firm of HNW Advisors based in Newcastle upon Tyne. Due to growth they are currently looking for an experienced Senior IFA Administrator to join their team in Newcastle.

Duties

  • First point of telephone contact for client/provider enquiries
  • Supporting the Advisors and other members of staff
  • Maintaining client records on the client database and keeping paper files in good order
  • Preparing online quotes for various product types
  • Processing new business - pensions, protection, investment and ensuring the database and clients are kept up to date and seeing transactions through to completion
  • Completion and collation of enclosures for suitability letters/investment reports
  • Online submissions of life, pension and investment products
  • Working to deadlines
  • Compliance

The Candidate

  • The successful candidates will be part FPC/CF qualified and willing to study further
  • Candidates from IFA practices and life companies will only be considered and experience in dealing with IFA's on a day to day basis is a necessity

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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