Nigel Wright RecruitmentNewcastle upon Tyne
Job Description
About the business
Nigel Wright are handling an exciting opportunity for a M365 and Azure specialist to join a leading financial services organisation in the North East. Remote working is available with ad-hoc travel requirements...
Cambridge Law Studio LimitedWashington, 7 mi from Newcastle upon Tyne
Cambridge Law Studio is a specialist English language school offering services to lawyers and law students worldwide.
We write our own specialized English language courses and publish them on our LMS, as well as printing our own textbooks...
Nigel Wright RecruitmentNewcastle upon Tyne
About the business Nigel Wright are handling an exciting opportunity for a M365 and Azure specialist to join a leading financial services organisation in the North East. Remote working is available with ad-hoc travel requirements as and when...
Nigel Wright RecruitmentNewcastle upon Tyne
About the business Nigel Wright are handling an exciting opportunity for a M365 and Azure specialist to join a leading financial services organisation in the North East. Remote working is available with ad-hoc travel requirements as and when...
Nigel Wright RecruitmentNewcastle upon Tyne
About the business Nigel Wright are handling an exciting opportunity for a M365 and Azure specialist to join a leading financial services organisation in the North East. Remote working is available with ad-hoc travel requirements as and when...
EverfieldNewcastle upon Tyne
Company Overview: Everfield is a platform with a mission in acquiring, building and operating vertical market and specialist software companies, focused on continental European businesses.
Everfield invests in and provides support and best...
Ashmore Nicholson GroupNewcastle upon Tyne
Fully remote - £26,000 - £30,000 p/a Ashmore Nicholson Group is working to find a motivated and passionate Customer Onboarding Specialist for our client.
They are the fastest-growing European-based digital marketing Saa S company with offices...
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IFA Administrator
Newcastle upon Tyne | Permanent | £24,000 - £28,000/year | www.cv-library.co.uk |
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location: Newcastle Upon Tyne
Salary: £25,000 Upwards
Benefits:
• 21 days holidays
• Health Care Plan
• Group DIS
• Pension Auto Enrolment
• Office Based
About the Company:
Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given.
Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process.
Key Responsibilities:
• Manage, monitor, and follow up on business submissions until case completion.
• Develop and maintain in-depth knowledge of top 5 platforms/providers.
• Utilize and enhance proficiency with Intellifo (back-office system).
• Prepare meeting packs and portfolio reports for client meetings.
• Regularly update Directors & Advisers on client business.
• Proactively question team procedures and explore alternative options.
• Maintain awareness of compliance procedures and product features.
• Supervise and manage new case submissions to paraplanning, ensuring completeness.
• Collaborate with Advisers to resolve complex case queries.
• Communicate with Business Operations Managers to address issues and share information.
• Process and manage Letters of Authority, collecting and adding information to Intelliflo.
• Coordinate with Paraplanners on upcoming client reports.
• Prepare and package Suitability Reports for client meetings.
• Handle post/emails from clients and providers proactively.
• Provide timely updates to advisers on pending cases.
• Collaborate with colleagues to answer calls and welcome clients to the office.
Requirements:
• Clear understanding of the financial planning process.
• Ability to produce professional work to support the advice process.
• Capacity to work within defined business processes.
• Good knowledge of investments and pension advice.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for
Financial Services Specialist Recruiters
Job Title: IFA Administrator
Location: Newcastle Upon Tyne
Salary: £25,000 Upwards
Benefits:
• 21 days holidays
• Health Care Plan
• Group DIS
• Pension Auto Enrolment
• Office Based
About the Company:
Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given.
Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process.
Key Responsibilities:
• Manage, monitor, and follow up on business submissions until case completion.
• Develop and maintain in-depth knowledge of top 5 platforms/providers.
• Utilize and enhance proficiency with Intellifo (back-office system).
• Prepare meeting packs and portfolio reports for client meetings.
• Regularly update Directors & Advisers on client business.
• Proactively question team procedures and explore alternative options.
• Maintain awareness of compliance procedures and product features.
• Supervise and manage new case submissions to paraplanning, ensuring completeness.
• Collaborate with Advisers to resolve complex case queries.
• Communicate with Business Operations Managers to address issues and share information.
• Process and manage Letters of Authority, collecting and adding information to Intelliflo.
• Coordinate with Paraplanners on upcoming client reports.
• Prepare and package Suitability Reports for client meetings.
• Handle post/emails from clients and providers proactively.
• Provide timely updates to advisers on pending cases.
• Collaborate with colleagues to answer calls and welcome clients to the office.
Requirements:
• Clear understanding of the financial planning process.
• Ability to produce professional work to support the advice process.
• Capacity to work within defined business processes.
• Good knowledge of investments and pension advice.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for
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