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Office Administrator/ Coordinator Accounting & Finance

IFA Administrator: Client Reports & Compliance Specialist

Job in Newcastle-under-Lyme, Staffordshire, ST5, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-08
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking an experienced IFA Administrator to join their team in Newcastle Under Lyme. The successful candidate will support the Office Manager and Financial Planners in delivering a high-quality service to clients. Key responsibilities include processing new business, preparing reports, and ensuring client updates throughout the process. Previous experience in an IFA environment is essential for this role.
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