1 Back Office Jobs in Newcastle upon Tyne

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 … 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 … 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. more »