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Senior IFA Administrator Training & Impact

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Reed
Apprenticeship/Internship position
Listed on 2026-07-27
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Job Description & How to Apply Below
Position: Senior IFA Administrator — Growth, Training & Impact
Location: Newcastle upon Tyne

Reed is seeking an IFA Administrator to provide essential administrative support to financial advisers. You will prepare client documentation, process applications for investments and pensions, and maintain accurate client records using CRM systems.

The role involves liaising with providers, ensuring FCA compliance, and handling AML/KYC checks. It requires strong attention to detail, excellent communication, and the ability to manage multiple tasks in a fast-paced financial environment.

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Position Requirements
10+ Years work experience
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