Financial Administrator
other jobs REED Insurance
Added before 80 Days
- England,West Midlands,Staffordshire,Newcastle-under-Lyme
- full-time
- £28,000 - £32,000 per annum, inc benefits
Job Description:
Job Title: Financial Administrator
Location: Newcastle-under-Lyme
Salary: £28,000 - £32,000
-
We are seeking an experienced IFA Administrator to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
Whether you are looking for career progression or job security, this could be the ideal role for you!
Responsibilities:
• Liaising with providers and clients on a regular basis
• Maintaining accurate and up-to-date records and documentation
• Ensuring efficient communication within the team and with external stakeholders
• Supporting the financial advisor and paraplanners in processing new business and ensuring smooth operations
-
About you:
• 2 years’ experience working in wealth management
• Strong communication skills and the ability to work well with an advisor
• A trustworthy and reliable individual who values integrity and confidentiality
• A people person with a friendly and professional demeanour
• Open to career development opportunities within the industry
• Knowledgeable about pensions, annuities, and a range of financial products
-
Key Details:
• Competitive salary package
• Fantastic opportunities for career progression and professional development
• Funding for professional qualifications
• Company pension contribution
• Dental plan
-
Apply today and we will be in touch!
Location: Newcastle-under-Lyme
Salary: £28,000 - £32,000
-
We are seeking an experienced IFA Administrator to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
Whether you are looking for career progression or job security, this could be the ideal role for you!
Responsibilities:
• Liaising with providers and clients on a regular basis
• Maintaining accurate and up-to-date records and documentation
• Ensuring efficient communication within the team and with external stakeholders
• Supporting the financial advisor and paraplanners in processing new business and ensuring smooth operations
-
About you:
• 2 years’ experience working in wealth management
• Strong communication skills and the ability to work well with an advisor
• A trustworthy and reliable individual who values integrity and confidentiality
• A people person with a friendly and professional demeanour
• Open to career development opportunities within the industry
• Knowledgeable about pensions, annuities, and a range of financial products
-
Key Details:
• Competitive salary package
• Fantastic opportunities for career progression and professional development
• Funding for professional qualifications
• Company pension contribution
• Dental plan
-
Apply today and we will be in touch!
Job number 1406127
metapel
Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...