IFA Administrator
IFA AdministratorStockton-on-Tees £27,000 - £32,000An established and expanding Financial Planning firm in Stockton-on-Tees is looking to recruit an Experienced IFA Administrator to join their supportive and friendly team.This is a fantastic opportunity for someone with financial services experience who enjoys working in a professional yet welcoming environment. The firm is growing steadily and prides itself on providing high-quality, client-focused advice.The RoleYou will play a key part in supporting Financial Advisers and ensuring a smooth, compliant client journey.Key responsibilities will include:Processing new business across pensions, investments and protectionPreparing client valuations, review packs and illustrationsManaging Letters of Authority and liaising with providersHandling fund switches, withdrawals and policy updatesMaintaining accurate records on back-office systemsActing as a key point of contact for clients and third partiesSupporting advisers with pre- and post-meeting documentationAbout YouTo be considered, you will:Have previous experience within financial servicesIdeally have experience in an IFA / Financial Planning environment, though candidates from a product provider background will also be consideredPossess strong organisational skills and attention to detailBe confident liaising with clients and providersHave a proactive and team-oriented approachThose with IO experience would be of most interestThe OpportunitySalary up to £32,000 depending on ..... full job details .....
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