Location
Newcastle upon Tyne
Salary £28000 - £30000 TypePermanent WorkplaceHybrid Ref89679
Recruiter Managing This Role
Financial Planning Administrator
Newcastle Upon Tyne, 2 days a week
Up to £30,000
This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position.
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
1. 25 days holiday + bank holidays
2. 10% contributory pension
3. Private Medical Cover
4. 4x Life Assurance
5. Study support
6. Progression opportunities
Whats needed to be considered?
7. Previous experience within Financial Planning in an IFA Administrator support role is desirable
8. Knowledge of products including Pensions and Investments
9. Experience using a CRM/back-office system such as Xplan or IO
10. Strong client services and communication skills
Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory