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Financial Administrator


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Teesdale Stockton On Tees

Salary £25000 - £30000

Recruiter Managing This Role

IFA Administrator
Up to £30,000 based on experience
Monday to Friday

Are you working within an admin / back-office department, but looking for more responsibility?

Prefer to be client facing and work more closely with the clients in the business?
This could be the perfect role for you!

An established Wealth Management firm within the Stockton-on-Tees area are looking for an experienced IFA Administrator to join their established team and immediately start supporting other members of the team.
This would be a great opportunity for someone to further develop their skills and use their experience to support others around them, be a point of contact for clients and help with improving processes across the business.

Financial Planning Administrator Duties:

  • Booking in appointments, updating systems and sending client confirmation emails.
  • Attend team update meetings and provide update on admin workloads
  • Maintain Client records on Intelligent Office
  • Chase up clients for information, update Advisers & Line Manager with findings
  • Diary Management
  • Client communication (telephone and letter/email)
  • Record keeping and maintaining client files
  • Preparation of client files for review meetings, together with all subsequent post-review work.
  • Writing, proof reading and sending out reports
  • Issue meeting packs including Valuations, Fee Reports, FE Reports, Disinvestment Letters, Client Documents
  • Service Clients throughout the year
  • Undertaking meeting work including attending said meetings

Financial Planning Administrator Requirements:

  • Preference would be experience using Intelligent Office
  • Experience of working with SIPPs, General Pensions, Drawdowns and Bonds/Trusts.
  • Some or all diploma exams completed is beneficial and will result in a higher salary

If you believe you have the necessary experience noted above, please apply or contact Sam at Heat Recruitment.


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Application For Financial Administrator