IFA Administrator

Recruiter
Cameron James
Location
Killinghall
Posted
11 Feb 2018
Closes
16 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Working in partnership with a reputable Financial Planners in Harrogate I am currently recruiting for an IFA Administrator to join a smaller experienced team.

As an IFA Administrator you will support the Financial Planners with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

  • Processing Business
  • Valuations
  • Quotations
  • ISA and Pension Transfers/Switches
  • Issuing Letters of Authority
  • Preparing and Maintaining Client Files

The successful IFA Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.

In return you will receive a salary of up to £25,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

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