Technical IFA Administrator
Working in partnership with a reputable Financial Planners in Leeds I am currently recruiting for a Technical IFA Administrator to join a very busy team within a fast paced, professional environment.
As an IFA Administrator you will support the Financial Planners with all Client Servicing and Business Processing, Fund/Product Research and Suitability Report writing - 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
- ISA and Pension Transfers/Switches
- Issuing Letters of Authority
- Preparing and Maintaining Client Files
- Fund/Product Research
- Suitability Report Writing
The successful Technical 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 £29,000 (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.